Senior Financial Planner : Private Bank

Posted 24 May by Hays Specialist Recruitment Limited
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Senior Financial Planner: Private Bank: c£70k - £120k basic + Banking Benefits

Your new company
Exceptional opportunity has arisen within the private banking arm of a major bank for an experienced financial planner.

Your new role
Providing holistic planning to an existing portfolio of high net worth and ultra high net worth clients. Working closely with internal stakeholders, building strong working relationships with branches across the NE and Cumbria. Home based role providing you with full flexibility to manage your own diary.

What you'll need to succeed
Proven track record as a Financial Adviser, a passion for ensuring clients are provided with advice tailored to their needs and exceptional service standards, strong relationship building skills.

What you'll get in return
Basic salary up to 6-figures plus company car/allowance, generous pension contribution plus flexible benefits package. You will also have the opportunity to earn significant bonus based on exceptional client service and strong compliance.

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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Required skills

  • IFA
  • Independent Financial Adviser
  • Financial Adviser
  • Wealth Adviser
  • Financial Consultant
  • Wealth Planner
  • Senior Financial Planner
  • Wealth Management Adviser
  • Private Banking Advisor
  • High Net Worth Adviser

Reference: 38058523

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