Wealth Planner

Job descriptionAn exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier investment bank, primarily serving high-net-worth and ultra-high-net-worth clients.Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and...

An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier investment bank, primarily serving high-net-worth and ultra-high-net-worth clients. Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and services to both...

**Senior Financial Services Administrator / Client Delivery Executive** **Salary of up to £36,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - blend of home and office working from our Leeds office** We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...

A premier investment bank in Leeds is seeking a Chartered Financial Planner to join its team. This role focuses on serving high-net-worth clients without new business targets. The successful candidate will work closely with Wealth Managers, engaging directly with clients and providing exceptional guidance. Strong technical skills and clear communication are...

A leading investment bank is seeking a Chartered Financial Planner to join their team in central Leeds. The role offers an exceptional opportunity to work with high-net-worth clients without new business targets. You'll collaborate with the wealth management team, providing ongoing guidance and support while regularly interacting with clients. Ideal...

**Purpose of the Job**: Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (

We are Clarity Wealth Limited, a dynamic independent financial advisory firm passionate about helping our clients achieve their financial goals. With a close-knit, friendly team environment, we provide support and opportunities for both professional growth and personal development. As a Graduate Financial Planner at Clarity Wealth Limited, you will embark...

**Skills Required**: **Role Overview**: As a Graduate Financial Planner at Clarity Wealth Limited, you will embark on a structured development programme designed to transition you into either a fully qualified and Chartered Financial Planner or a Paraplanner, depending on your suitability and preferences. This program offers a unique opportunity to learn the...

Job DescriptionMy client is a nationally established professional services group offering accountancy, advisory, and fully independent financial planning services. With strong UK coverage and a reputation for quality, the firm combines national capability with the personal approach of an independent practice.Their Wealth Management division is expanding, and...