Jobs

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

Posted 2 months 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. 

 

 

 

Jobs you might also like

  • Client Administrator
    What will you be doing?   We are seeking a talented individual to join our Financial Planning/Client Delivery team based in Nottingham. The Client Administrator will provide full dedicated support to...
    Salary
    £28,000/ANNUAL
    Location(s)
    East Midlands
    Type
    Permanent
  • Retirement Actuarial Specialist
    Actuarial Specialist What can you expect? The purpose of this position is to provide technical leadership and day to day direction and guidance to technical staff. Responsibilities include providing...
    Salary
    $80,000/ANNUAL
    Location(s)
    North America
    Type
    Permanent
  • Junior Business Analyst
        The candidate will help transform Conduct Reporting, through systematic and analytical review of existing process, identification of hot spot and efficiency, followed by solution delivery....
    Salary
    £25,000/ANNUAL
    Location(s)
    South West
    Type
    Permanent