Latest roles

19 Oct 2026

Executive Director – Wealth Planner

Leading International Private Bank | London

Summary

Outstanding opportunity in a leading international private bank for a Senior Wealth Planner to join its established UK Wealth Planning team.

This is a senior, client facing appointment for an accomplished wealth planning professional who combines regulated financial advice expertise with a sophisticated understanding of the UK tax and private client landscape.

The successful candidate will work closely with Relationship Managers and private clients, providing strategic wealth planning advice across complex financial affairs. Importantly, this is broader than a traditional financial planning role. The successful candidate will also play an important part in supporting the leadership of the Wealth Planning team and will be comfortable assuming deputy leadership responsibilities when required.

(more…)

Filed under: Chartered Financial Planner, Estate planning, Financial planner, Financial Planning, Private Banking, Private client, Relationship Management, STEP, Tax, Trust, UHNW, Wealth management, Wealth Planner, Wealth Structurer, Wealth Structuring

Filter by type

Testimonials

It is always a pleasure to do business with Robin Douglas, whose relaxed and friendly manner belies his astute mind. His contacts and network have been a great help to us over the years and I will continue to seek his advice.

Sales Director
UK Investment Management Group