Elite Wealth Planner for High‑Net‑Worth Clients

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...

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...

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...

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...

**Client Manager - Private Clients - Marsh Commercial - Leeds** **The company: Marsh Commercial** We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. **The role: Client Manager - Private Clients** We have a fantastic...

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...

Job DescriptionPrivate Wealth Legal DirectorSalary: Work Location: Leeds (Hybrid Working Supported)Join one of the largest Private Wealth teams in Yorkshire as Legal Director and help drive the continued expansion of a practice thats been named National Private Client Team of the Year 2025 and Best Private Client Team at the Yorkshire Legal Awards 2024.Are...

Job DescriptionIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Private Wealth Legal DirectorSalary :Work Location : Leeds (Hybrid Working Supported)Join one of the largest Private Wealth teams in Yorkshire as Legal Director and help drive the continued expansion of a practice that’s been named National...

Job DescriptionIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Private Wealth Legal DirectorSalary :Work Location : Leeds (Hybrid Working Supported)Join one of the largest Private Wealth teams in Yorkshire as Legal Director and help drive the continued expansion of a practice that’s been named National...