Wealth Planner

Wealth Planner

Job Title: Wealth Planner
Contract Type: Permanent
Location: Leeds
Salary: £70000 - £100000 per annum, Benefits: Bonus + Benefits
Start Date: 2017-09-21
Reference: Leeds
Contact Name: George Smith
Contact Email:
Job Published: September 21, 2017 09:27

Job Description

Wealth Planner

Up to £100k + Bonus + Generous Benefits
We are currently working on an exclusive basis with one of the UK's leading Private Banks who are looking to recruit a new Wealth Advisor to their Leeds office.

Developing internal referrals from a team of 6 Private Bankers, you will provide holistic financial planning and wealth structuring advice to HNW clients (£500k-20M+). Clients will include Professional Partners, Entrepreneurs, Res Non-Doms and those in the Media and Entertainment worlds, and are typically demanding, sophisticated, with complex needs. 

The quantity and quality of clients, global brand and structure, strong back office support and very generous package make this an outstanding opportunity. Candidates must have extensive experience of dealing with HNW clients, exceptional interpersonal skills and will preferably be at, or close to, Chartered status.

If something has caught your eye and you’d like to learn more, feel free to call George Smith on :

Office: 0113 274 3000

Mobile: 07720535216