Regional Wealth Architect, Private Banking

HSBC; Leeds; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

HSBC is seeking an experienced Regional Wealth Planner to join its Private Bank in the UK. You will collaborate with Relationship Managers to deliver needs-based financial planning to high net worth clients, often face-to-face at clients' homes or Private Bank offices in Leeds, Liverpool and Manchester, with occasional wider UK travel.

Key requirements include Chartered Financial Planner (Level 6+) and FCA approval, with strong UK product knowledge and experience advising HNW individuals.

Qualifications

• Chartered Financial Planner (Level 6+) is essential.
• TEP achieved or working towards preferred.
• FCA-approved (CF30) with high standards of conduct and client suitability.

Responsibilities

• Partner with Relationship Managers to deliver holistic, regulated financial planning advice for 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 specialists to implement advice.

Skills

Interpersonal skills

Report writing

Stakeholder management

Attention to detail

Organised

Education

Chartered Financial Planner (Level 6+)

TEP (preferred)

Tools

Voyant

Microsoft Office

Job description

HSBC is seeking an experienced Regional Wealth Planner to join its Private Bank in the UK. You will collaborate with Relationship Managers to deliver needs-based financial planning to high net worth clients, often face-to-face at clients' homes or Private Bank offices in Leeds, Liverpool and Manchester, with occasional wider UK travel.

Key requirements include Chartered Financial Planner (Level 6+) and FCA approval, with strong UK product knowledge and experience advising HNW individuals.