Financial Planner - Private Bank - Senior Hire

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £75000 - £120000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    almost 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. The candidate will be working alongside the Client Partners in Manchester and Leeds so candidates can be based from either office. 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.

You will be required to provide holistic financial planning advice to an established client bank who will have investable assets of £2M as a minimum. Candidates will not be required to bring any client relationships with them as all leads will be provided via the private banking arm of the business. Previous experience of dealing with clients at this level is essential as the Board want to ensure they are provided with a first class service.

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. The successful candidate will need to be highly personable and professional.

An exquisite opportunity to join a market leading business who are respected as one of the best in the market. This is a possible career defining opportunity to be one of the first hires in the Financial Planning division in the North for this Private Bank.