×
Register Here to Apply for Jobs or Post Jobs. X

Senior Wealth Planner High-Net-Worth Clients

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Pavilion Recruitment Solutions
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Wealth Planner for High-Net-Worth Clients
Location: Newcastle upon Tyne

A financial advisory firm in the United Kingdom is seeking an experienced Financial Advisor to provide sophisticated financial advice to high-net-worth clients. The ideal candidate will have a strong background in financial planning, proven client relationship skills, and the ability to manage significant portfolios. You will develop holistic financial plans, conduct insightful reviews, and ensure compliance with regulatory standards. This role includes travel for client meetings and offers ongoing professional development to enhance your advisory capabilities.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary