Regional Wealth Planner

HSBC; Manchester; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

HSBC Private Bank is seeking an experienced Regional Wealth Planner to partner with Relationship Managers across the Northern UK, delivering needs-based financial planning advice, often face-to-face at clients’ homes or from our offices in Leeds, Liverpool and Manchester, with occasional UK travel.

You will produce compliant documentation and collaborate with paraplanners to implement advice, while keeping CPD up to date and adhering to UK regulation.

Qualifications

• Chartered Financial Planner (Level 6+) is essential.
• TEP achieved or working towards preferred.
• Experience advising High Net Worth individuals within Private Banking/Wealth.
• FCA-approved (CF30) and compliant with UK regulations.

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 CPD and keep planning strategy and market knowledge up to date.

Skills

Interpersonal skills

Report writing

Stakeholder management

Communication

Attention to detail

Education

Chartered Financial Planner (Level 6+)

Trust and Estate Practitioner (TEP)

Tools

Microsoft Office

Voyant

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.

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.