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Financial Planner, Private Bank, Nottingham – Servicing role

  • £40,000 - £45,000 plus benefits

  • Ref


  • Contact Name |James Woods

Financial Planner, Private Bank – Servicing role

  • Nottingham

  • Salary is up to £45K plus excellent benefits (10% pension, healthcare etc) and bonuses

We are partnered on an exclusive basis with a high-profile, wealth management focused Private Bank in Nottingham, who are looking to recruit a new Wealth Planner to the team. The role is within their 'remote' advice team, delivering a predominantly telephone/video-based advice and review service to an existing client base of affluent private clients (portfolios up to £500K). Advice is holistic, covering all areas of investment and financial planning, and there will be occasional face-to-face meetings. 

This is a great position either someone looking for a 'stepping stone' into a top tier Private Bank (there would be the opportunity to move internally into a face to face HNW/UHNW role after c2 yrs), or equally someone who is content staying in a fast-paced client servicing role where all clients are provided. The role is focused on servicing and maintaining a large existing client, without the normal pressure of new business targets or new client origination.


CONTACT US 0113 274 3000