Wealth Planner

  • Location

    City of London, London

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £90000 - £110000 per annum + Exceptional Bonus & Benefits

  • Contact:

    Samuel Rawlings

  • Contact email:

    srawlings@mbfitzgerald.co.uk

  • Job ref:

    BBBH2339_1580898988

  • Published:

    10 months ago

  • Expiry date:

    2020-03-06

  • Consultant:

    #

We currently require a high quality Wealth Planner to join a leading Private Bank based out of the City of London. This company provide the highest a level of service to HNW Private Clients and represent the absolute top end of Wealth Management.

You will be required to provide holistic wealth planning advice to a long established client bank, these clients will bank with the business and therefore have assets of £500k 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.

This role will be suited to an individual qualified to Chartered/Fellowship level (but will consider an individual close to) with a background of success in HNW private client advice, an individual able to give a broad range of advice ideally including Estate Planning. The individual will be personable, have gravitas in front of clients and be able to articulate complex ideas very simply.

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