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Director level Wealth Planner - UHNW client base

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £80000 - £110000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    8 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Mid-sized, wealth management-led Private Bank are looking to hire an experienced, preferably Chartered, Financial Planner to head wealth planning in their Birmingham office. This is a greenfield site for wealth planning however the new incumbent would take over a sizeable, UHNW client base (£1M-15M+) currently being managed elsewhere, and benefit from continual internal referrals from the team of Investment Managers and Private Bankers.

The firm are looking for a accomplished, polished, technical adviser with experience in complex planning areas. With the client base on offer and the internal network, this is not your usual business hunter role, but one where you can utilise your technical and interpersonal skills at the highest level.