Wealth Planner / Senior Wealth Planner – Private Bank

About the role

Join a leading UK private bank as it launches a new wealth planning division across the South East. You will work with high‑net‑worth clients, delivering tailored financial advice and cash‑flow modelling for portfolios up to £3 million.

Key responsibilities

• Provide comprehensive financial planning advice, supported by cash‑flow modelling, to assigned clients.
• Manage client relationships from prospecting through onboarding, with all leads supplied by the bank.
• Collaborate with the tech‑enabled platform to deliver efficient, data‑driven recommendations.
• Focus on new‑business acquisition rather than routine annual reviews.
• Contribute to the development and shaping of the new wealth planning division.

Required profile

• Authorized Financial Planner (e.g., CII, IFoA qualification).
• Enthusiastic about innovative, technology‑driven financial services.
• Motivated to work with new clients and drive business growth.
• Willing to work in a hybrid environment, balancing office and remote days.

Required skills

• Cash flow modelling

What we offer

• Hybrid working model.
• Competitive salary £60,000‑£100,000 per year.
• Generous benefits including 10% pension contribution, BUPA health cover, and annual bonus.
• Clear career progression within a respected private‑bank brand.