Job Description
Additional Job Description
Join us as a Senior Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs. Your knowledge will help clients feel informed, supported, and empowered in the choices they make.
This role is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client’s needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
You’ll b...