Jobs

Wealth Planner - Private Bank (£1M-20M client segment)

Posted 1 month ago
Salary
£75,000/ANNUAL
Location(s)
Work from home
Type
Permanent

A number of exceptional opportunities have arisen within one of the UK's leading Private Banks, who are looking to invest in the next generation of wealth planning talent.

Hiring plans include the appointment of ambitious, Associate level Financial Planners in London, Birmingham, Manchester and Leeds.

Working as part of a small, supportive, close knit team, you will be responsible for providing complex wealth planning advice to existing HNW/UHNW private clients with a key focus on tax focused investments and succession planning

The quality and quantity of clients is exceptional, meaning that you will spend your time in front of clients, honing your skills, rather than spending time trying to find them.

The roles would suit those who have recently become authorised, through to those with up to 5 years advisory experience. Given the scale of the firm, and the clear progression path, this is a superb opportunity to develop your career over the long term within a preeminent name in the wealth management market. 

 

 

 

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