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Senior Wealth Planner — HNW Client Advisory

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Senior Wealth Planner — HNW Client Advisory )
A premier investment bank is seeking a Chartered Financial Planner based in Leeds to provide exceptional client-focused service without new business targets. This role involves collaboration with the wealth management team and direct communication with high-net-worth clients, ensuring clear communication of complex financial concepts. The successful candidate will benefit from a supportive environment that values collaborative success and provides regular interaction with senior leadership.
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Position Requirements
10+ Years work experience
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