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Permanent

Senior Wealth Planner - Private Bank - UHNW Clients

BWD Search & Selection
Bournemouth
money-bag £90000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130553407

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. ..... full job details .....

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