ACCA Careers is seeking a Financial Planning Specialist in Private Banking in the United Kingdom. You will provide advice on wealth structuring, investments, bonds and protection, and help develop holistic wealth plans for private banking clients.
In this hybrid role you will also manage client relationships and stay informed on markets. The position is based in Edinburgh with a flexible mix of home and office work, and the closing date for applications is 29/09/2026.
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Private Banking Wealth Planner - Hybrid & Client Advisory employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
