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Wealth Planner - Private Bank

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    Basic to £95,000 plus excellent benefits and bonus

  • Contact:

    James Woods

  • Contact email:


  • Job ref:


  • Published:

    about 2 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Wealth Planner - Private Bank

  • Birmingham

  • Basic to £95,000 plus excellent benefits and bonus

One of the UK’s leading Private Banks and Wealth Managers are looking to add Wealth Planner to their Birmingham office. If you are looking for a step up into a preeminent brand, advising HNW & UHNW clients (all referred internally), within an organisation with the scale and scope to provide superb future career progression, then this opportunity should be high on your list.

The role will involve working closely with a designated, experienced team of Private Bankers, leveraging wealth planning opportunities (across areas such as pensions, offshore bonds, complex tax-focused investments, succession planning and personal protection) for a client base with typical investable assets between £3M-20M. They are looking for a high calibre Financial Planner (ideally Chartered status) with exceptional interpersonal skills, strong technical knowledge, and the ability to develop strong relationships with both the internal introducer network and the sophisticated client base.

The client base of the firm is extraordinary, giving exposure to complex planning scenarios for both UK and Res Non-Dom clients. Several previous recruits into this division have gone on to progress within the team, and wider organisation, whether that be into their Family Office & International proposition or into Senior Management roles. Get in touch to find out more.