Senior Private Wealth Planner | Inherit -Value Clients
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-24
Listing for:
CB3 Associates Ltd
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: Stoke-on-Trent
CB3 Associates Ltd in the UK is seeking an experienced Financial Planner to join a private-wealth client team in a senior capacity. The role focuses on inheriting an established book of around 80 families and expanding business through in-house opportunities.
Based in Sheffield with hybrid/flexible working, the package includes a base of £70-80k plus 20–25% annual bonus and full company benefits, including a 6% pension and generous holiday entitlement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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