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Full-time
professional certificate
Posted 60d ago
~40 hrs/week
Responsibilities
Partner with Relationship Managers to provide holistic, regulated financial planning advice to High Net Worth clients. This includes conducting in-depth client reviews and designing tailored solutions across the UK financial landscape.
Requirements
Candidates must be a Chartered Financial Planner (Level 6+) and FCA-approved (CF30) with strong experience in Private Banking. Knowledge of UK tax legislation and proficiency in financial planning tools like Voyant are preferred.
Full 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, regulated financial planning advice to HNW clients.
Conduct in-depth client reviews to identify objectives, constraints, and planning opportunities.
Design and communicate tailored, needs-based solutions across the UK financial planning landscape.
Produce clear, timely and compliant documentation of meetings, recommendations and follow-up actions.
Collaborate with paraplanners and wider specialists to implement advice effectively.
Maintain strong product/market awareness, contribute to planning strategy development, and keep CPD up to date.
Key requirements
Chartered Financial Planner (Level 6+) essential; Trust and Estate Practitioner (TEP) achieved or working towards preferred.
Strong experience advising High Net Worth Individuals within Private Banking/Wealth, with excellent UK product knowledge.
FCA-approved (CF30) and able to operate to the highest standards of conduct, compliance and client suitability.
Up-to-date knowledge of UK financial regulation and tax legislation, with confidence handling technical queries.
Excellent interpersonal, report-writing and stakeholder management skills; calm under pressure and client-focused.
Strong organisation and attention to detail; proficient in Microsoft Office (Voyant experience preferred) and comfortable with frequent regional travel and hybrid working expectations.
#LI-HSBC
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please contact the Recruiter.
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
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