Job Description
We are looking for an experienced Regional Wealth Planner to join our Private Bank. You will partner closely with Relationship Managers across the Northern UK regions, delivering high-quality, needs-based financial planning advice—often face-to-face at clients’ homes or from our Private Bank offices in Leeds, Liverpool and Manchester (with occasional wider UK travel).
Key responsibilities
- Partner with Relationship Managers to deliver holistic, regul...
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Submit ApplicationJob Details
- Location Leeds, England
- Job Type Full-time
- Category Business Operations Specialists
- Posted Date June 23, 2026
- Application Deadline August 02, 2026