Chartered Financial Planner - Private Bank

  • Location

    Leeds, West Yorkshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £60000 - £120000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


  • Consultant:


We are currently working with a highly renowned Swiss Private Bank who are looking for a Senior hire for their Financial Planning division in the North of the UK. With offices based in Leeds, this business are truly HNW and represent the absolute top end of Wealth Management.

You will be working from their professional and vibrant offices alongside their well established Private Banking team who will be passing you all leads and clients.

You will be required to provide holistic financial planning advice to a long established client bank, these clients will bank with the business and therefore have investable assets of £2M as a minimum. Candidates will not be required to bring a client bank with them as all leads will be provided via the private banking arm of the business.

It is essential for this role that you will have experience providing advice to UHNW clients on a daily basis. We require a confident individual who is familiar with the processes, relationship building skills and sometimes difficulties of dealing with clients at this level. Those who do not have this experience will not be considered.

You will ideally have 5+ years experience as a Financial Planner and must hold the Diploma in Financial Planning as a minimum. The ideal candidate will be Chartered or within 1 exam; because of the level of client you will be dealing with, it is important for candidates to be qualified to the highest standards.

An exquisite opportunity to join a leading business who are respected as one of the best in the market.