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Financial Planner (Private Bank)

Home Based Adviser (Private Bank) : Yorkshire: to £65k basic + bonus + excellent benefits package

Your new company
Excellent opportunity has arisen for an experienced financial planner to join the private banking division of a major bank. 

Your new role
Home based role covering the West and South Yorkshire providing holistic advice to an existing client bank of high net worth individuals. You will be provided with an existing client bank of high net worth individuals to service, therefore own client bank is not a requirement.  A key aspect of the role is developing strong working relationships with branch managers and colleagues. Advice is primarily in the area of investments and IHT planning.  The role offers a great deal of flexibility and autonomy.

What you'll need to succeed
Minimum Level 4 Diploma together with good technical knowledge, the ability to deal with more complex areas of financial planning.  You will be a self-starter, have strong relationship building skills and ideally have previous experience of advising high net worth clients.

What you'll get in return
In addition to a highly competitive basic salary and excellent benefits package, there are excellent prospects for career development and further advancement either as an adviser or into management.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job Type:
Banking & Financial Services
Financial Services
to £65,000 basic + bonus + excellent benefits
Apply Now

Talk to a Consultant

Talk to Linda Leon, the specialist consultant managing this position, located in Manchester

City Tower, Piccadilly Plaza, Manchester, M1 4BT

Telephone: 0161 236 2622
For 50 years we've used our expertise to help people transform their careers.

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