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Senior Wealth Planner - Private Bank - UHNW Clients

BWD Search & Selection·Bournemouth (South West England)On-siteSenior
£90 000 – £120 000 / year
Vox Summary
  • Role Focus: Advising HNW (£3M-20M) and UHNW (£20M+) clients with high quality, holistic financial planning.
  • Key Requirements: Level 6 qualification (or close to), exceptional interpersonal, technical, and stakeholder relationship skills.
  • Team Collaboration: Working closely with Private Bankers, with clients referred internally for focused financial planning.
  • Location & Environment: Based in Bournemouth, UK, within a leading UK Private Bank expanding its Wealth Planning division.
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Job description

A leading UK Private Bank are seeking an experienced Wealth Planner to join their Bournemouth office, in line with the further expansion of their Wealth Planning division. These are exceptional opportunities focused on advising HNW (£3M-20M investable assets) and UHNW (£20M+) clients. Working closely with a team of Private Bankers, all clients will be referred internally, enabling you to focus your time on the provision of high quality, holistic financial planning to a high profile, complex and interesting client base. Candidates will need to Level 6 qualified (or close to) and will have exceptional interpersonal, technical and stakeholder relationship skills.

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Original source
reed.co.uk
Posted
Jun 24, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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