Job Description
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.
