Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Director, Wealth Planning - Private Bank, Bristol

  • £70000 - £100000 per annum

  • Ref


  • Contact Name |James Woods

A high-profile Private Bank are looking to recruit a senior level Wealth Planner to their Bristol office.

Working as the sole Wealth Planner in the office, alongside a high calibre team of Private Bankers, you will provide wealth planning advice to an existing HNW/UHNW client base (all 1M-20M investable assets). 

This is a superb role with an exceptional client base and brand. Candidates will be at, or close to, Chartered status and have strong technical knowledge of complex financial planning advice for wealthy private clients.  Ideal background would be within a Private Bank, Investment House or Professional Services firm.

Six figure package


CONTACT US 0113 274 3000