Senior Wealth Planner for UHNW Clients

About the role

We are partnering with a leading UK private bank to recruit two Senior Wealth Planners for its London team. The role focuses on delivering comprehensive financial planning to high‑net‑worth (£3‑20 million) and ultra‑high‑net‑worth (£20 million+) clients.

Key responsibilities

• Provide holistic wealth planning and investment advice to HNW and UHNW clients.
• Collaborate closely with Private Bankers to ensure seamless client service.
• Develop and maintain tailored financial plans that address clients’ complex needs.
• Stay informed of market developments and regulatory requirements.
• Manage client relationships and referrals internally.

Required profile

• Level 6 qualification (or near) in finance or related field.
• Proven experience advising HNW/UHNW clients.
• Exceptional interpersonal and stakeholder management abilities.
• Strong analytical and technical aptitude for financial planning.

Required skills

What we offer

• Competitive salary range of £90,000‑£120,000 per year.
• Opportunity to work with a prestigious private bank and high‑profile clientele.
• Supportive team environment with internal client referrals.