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Job Details Back to Results
Job Title Senior Financial Planner - Private Bank
Our Reference J003220
Employment Term Please Call
Location London
Salary £60,000 to £70,000
Job Category Private Banking
Priding themselves with their broad range of asset management services to their high net worth client base, this private bank has a worldwide reputation for managing international investment portfolios, providing high-quality advice and delivering bespoke services. Selective acquisitions have been the key to their excellence and growth in the UK and internationally, with their team now being regarded as one of the finest in the industry. Specialising primarily in the UHNW sector, your focus will be to develop new business via your own sources, existing professional connections, and introductions via the bank. The firm offers the complete financial planning service offered primarily on a fee basis including full discretionary management and a number of highly lucrative tax based propositions. This is a truly independent role delivering a holistic service, supported by an exceptional client management team. In all cases candidates will be polished professionals with strong inter-personal skills with experience at both generating new business and managing high profile client relationships. Candidates are likely to be well qualified working in a professional environment such as a law firm, accountancy practice, asset management house or another private bank. Package includes a basic circa £60,000 - £70,000 according to skills set including generous benefits and a performance related bonus. Candidates must be able to demonstrate that they have clients and/or introducers in order to apply.

JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.


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