Financial Services Jobs

Senior Wealth Planner - Private Bank, East Anglia

Posted 18 days ago
Salary
£90,000/ANNUAL
Location(s)
East of England
Type
Permanent

A rare opportunity has arisen in East Anglia to join a high profile, wealth management led Private Bank as a Senior Wealth Planner. Due to significant growth of their Private Banker population in the region, they are looking to appoint a high calibre, ideally Chartered, Financial Planner to work with new and existing high net worth, and ultra high net worth, clients. Clients typically have investable assets of £3-5M (minimum £1M), some several £100M+, so this is an opportunity to work at the top end of the market. 

Advice areas will include personal risk management, investment planning, estate planning, tax efficient investment, retirement planning, and lifetime cash flow, with a key focus on complex Pensions work and IHT Planning/Tax Efficient Investments (including Offshore Bonds, EIS, VCT, BR etc). Due to their size and culture, the business is a lot more nimble than many of its competitors, has less red tape, and a wider advice proposition. Furthermore, the Wealth Planners are able to forge long term relationships with clients. 

Put simply, an outstanding opportunity for an experienced Chartered Financial Planner to specialise in the HNW market, with no onus to bring clients with them, and the focus on working with existing clients and those referred internally. Furthermore the role offers huge autonomy, with little need to be in the office, therefore candidates can be based anywhere in East Anglia (Cambridgeshire, Essex, Suffolk or Norfolk).

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