https://jobs.co.uk/job/wealth-plannersenior-wealth-planner-private-bank-bwd-search-selection--a731e6df-6849-49c5-bbb5-2eb11a2f853f RSS feed for Wealth Planner/Senior Wealth Planner - Private Bank at BWD Search & Selection. en-gb Wed, 01 Jul 2026 15:06:34 GMT https://jobs.co.uk/job/wealth-plannersenior-wealth-planner-private-bank-bwd-search-selection--a731e6df-6849-49c5-bbb5-2eb11a2f853f https://jobs.co.uk/job/wealth-plannersenior-wealth-planner-private-bank-bwd-search-selection--a731e6df-6849-49c5-bbb5-2eb11a2f853f Wed, 01 Jul 2026 11:52:24 GMT Location: Southampton | Salary: 60000.00-60000.00 Annual | Type: Permanent | We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners and Senior Wealth Planners across their Southern region (Dorset/Hampshire/Surrey)This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows:Provide financial planning advice, led by cash flow modelling, to clients with up to £3M investable assets All clients/leads provided for you - no external self-generation requiredProgressive, tech-enabled propositionNew business focus - spend your time in front of new clients and prospects, not doing annual reviewsGet involved in shaping and developing this new division - opportunity to have a genuine inputHybrid working modelSignificant career progression opportunitiesExcellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus.You will be an authorised Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in ... Permanent