At a Glance
- Tasks: Provide high-quality financial planning for HNW and UHNW clients.
- Company: Leading UK Private Bank with a focus on wealth planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work with high-profile clients in a growing division.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 6 qualified or close, with strong interpersonal and technical skills.
The predicted salary is between 60000 - 80000 £ per year.
A leading UK Private Bank are seeking an experienced Wealth Planner to join their Bournemouth office, in line with the further expansion of their Wealth Planning division.
These are exceptional opportunities focused on advising HNW (£3M-20M investable assets) and UHNW (£20M+) clients.
Working closely with a team of Private Bankers, all clients will be referred internally, enabling you to focus your time on the provision of high quality, holistic financial planning to a high profile, complex and interesting client base.
Candidates will need to Level 6 qualified (or close to) and will have exceptional interpersonal, technical and stakeholder relationship skills....
Contact Details:
BWD Search & Selection Recruitment Team
