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Senior Wealth Planner HNW​/UHNW Clients

Job in Portsmouth, Hampshire County, PO5, England, UK
Listing for: mbf
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Position: Senior Wealth Planner for HNW/UHNW Clients – Bonus & Benefits

mbf in the United Kingdom is seeking an experienced Financial Planner to join its Wealth Management division. This senior, client-facing role focuses on managing and developing relationships with HNW and UHNW clients while driving new business growth.

You will deliver holistic financial planning across investments, pensions, and tax planning, collaborating with internal specialists to provide tailored, high-quality solutions and long-term client value.

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Position Requirements
10+ Years work experience
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