Chartered Wealth Planner

Chartered Financial Planner Leeds £80,000 - £110,000 basic salary + annual bonus 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...

Job description 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...

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...

Chartered Financial PlannerLeeds£80,000 - £110,000 basic salary + annual bonusAn 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...

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...

Job description A national Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team. The business requires the successful...

OverviewA national Wealth Management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to continued increase in AUM and succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.ResponsibilitiesProvide in-depth knowledge of...

Job description A national wealth management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team. The business requires the successful...

OverviewA national wealth management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.Due to a continued increase in AUM, along with succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.ResponsibilitiesApply in-depth...

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...