Wealth Planner/Senior Wealth Planner - Private Bank

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners and Senior Wealth Planners across their Southern region (Dorset/Hampshire/Surrey)This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows:\n

\n
• Provide financial planning advice, led by cash flow modelling, to clients with up to £3M investable assets
\n
• All clients/leads provided for you - no external self-generation required
\n
• Progressive, tech-enabled proposition
\n
• New business focus – spend your time in front of new clients and prospects, not doing annual reviews
\n
• Get involved in shaping and developing this new division – opportunity to have a genuine input
\n
• Hybrid working model
\n
• Significant career progression opportunities
\n
• Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.
\n

You will be an authorised Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details