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Senior​/Director Wealth Planner — Holistic Family Wealth

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Quintet Private Bank
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading private bank in the UK is seeking a Wealth Planner to join its team in Leeds. The role involves managing a portfolio of clients, offering comprehensive wealth planning advice, and collaborating with senior colleagues to develop strategic wealth management solutions. Ideal candidates should have relevant industry experience, strong client relationship skills, and be committed to regulatory compliance and best practices to enhance the firm's reputation.
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Position Requirements
10+ Years work experience
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