Senior Wealth Planner – HNW/UHNW Private Banking in City of Westminster

Senior Wealth Planner – HNW/UHNW Private Banking in City of Westminster

City of Westminster Full-Time 59400 - 72600 Β£ / year (est.) No working from home possible
Hanover

At a Glance

  • Tasks: Deliver holistic financial planning for high-net-worth clients and mentor junior advisers.
  • Company: Hanover, a leading firm in private banking with a focus on client-centric solutions.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Other info: Opportunity to work in Mayfair with a focus on complex planning cases.
  • Why this job: Join a prestigious team and make a real difference in clients' financial futures.
  • Qualifications: Experience in financial planning and strong mentoring skills required.

The predicted salary is between 59400 - 72600 Β£ per year.

Hanover is seeking an experienced Senior Financial Planner for its Wealth Planning team in Mayfair.

You will deliver holistic planning for HNW and UHNW clients, working closely with Private Bankers and Investment Advisors to tailor strategies across pensions, investments, estate planning and tax-efficient planning.

The role suits a client-centric professional who thrives on complex planning cases and can mentor junior advisers while upholding FCA standards and regulatory compliance.

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Senior Wealth Planner – HNW/UHNW Private Banking in City of Westminster employer: Hanover

Hanover is an excellent employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong focus on employee growth, we provide opportunities for professional development and the chance to work closely with senior management on impactful projects. Located in a vibrant area, our office culture promotes teamwork and inclusivity, making it a rewarding place to advance your career in capital modelling.

Hanover

Contact Details:

Hanover Recruitment Team

We think you need these skills to ace Senior Wealth Planner – HNW/UHNW Private Banking in City of Westminster

Holistic Financial Planning
Client-Centric Approach
Complex Case Management
Mentoring Skills
FCA Standards Knowledge
Regulatory Compliance
Pensions Planning