Private Banking Group, based in Mayfair, seeks a Senior Financial Planner to join its Wealth Planning team. You will deliver holistic planning for HNW/UHNW clients, working with Private Bankers and Investment Advisors to implement bespoke strategies across pensions, investments, estate planning and intergenerational wealth transfer.
The role emphasizes client-centric advisory excellence, regulatory compliance, and mentoring junior advisers in a prestigious private banking environment.
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Senior Wealth Planner - Private Banking (UHNW) employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
