Chartered Financial Planner HNW Clients

A premier Investment Bank based in Leeds is seeking a skilled Chartered Financial Planner to join their team. The role involves collaborating with Wealth Management to serve high-net-worth clients, providing year-round guidance and communication of complex financial concepts. Ideal candidates will hold the Chartered Financial Planner designation and possess strong technical abilities along with excellent communication skills. This position emphasizes a valuable client-focused approach without new business targets, within a supportive environment.