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Senior wealth planner – hybrid, hnw focus

Bristol (City of Bristol)
Arbuthnot Latham
Wealth planner
€60,000 a year
Posted: 21 April
Offer description

A leading financial services firm is looking for an exceptional Wealth Planner to join their team in Bristol or Exeter. This role involves delivering high-quality financial planning for high-net-worth clients, collaborating with bankers and investment managers. The ideal candidate will have expert knowledge in wealth planning, strong communication skills, and the ability to build trusting client relationships. This position offers competitive benefits, including flexible work options and a supportive environment for personal and professional growth.
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