2,148

Investment Banking jobs in United Kingdom

Elite Wealth Planner for High‑Net‑Worth Clients

IDEX Consulting

Leeds
On-site
GBP 50,000 - 80,000
9 days ago
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HR Generalist (3-Month Contract)

Wall Street Prep

Greater London
Hybrid
GBP 60,000 - 80,000
10 days ago

Analyst, Portfolio Management - Working Capital Solutions

Pemberton

City Of London
On-site
GBP 40,000 - 60,000
10 days ago

Control Room AVP: Compliance & Risk Leader (London)

Michael Page (UK)

Greater London
On-site
GBP 60,000 - 75,000
10 days ago

Control Room AVP

Michael Page (UK)

Greater London
On-site
GBP 60,000 - 75,000
10 days ago
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VP Asset Management, Private Equity - London / Zug

AP Executive

Greater London
On-site
GBP 150,000 - 200,000
10 days ago

Wealth Planner

IDEX Consulting

Leeds
On-site
GBP 50,000 - 80,000
10 days ago

Front Office Quant: Rates Leader – Associate Director

Barclay Simpson

City Of London
On-site
GBP 140,000 - 160,000
10 days ago
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Software Engineering Director - Lead Cross-Domain Impact

JPMorganChase

Greater London
On-site
GBP 100,000 - 130,000
10 days ago

Healthcare & Lifesciences Equity Research Analyst

CMC Consulting

Greater London
On-site
GBP 50,000 - 70,000
10 days ago

Equity Research Analyst

CMC Consulting

Greater London
On-site
GBP 50,000 - 70,000
10 days ago

Internal Audit Associate – Equities & Markets (Birmingham)

Goldman Sachs Bank AG

Birmingham
On-site
GBP 50,000 - 70,000
10 days ago

Director, Head of Debt Issuer Services

Page Executive

City Of London
Hybrid
GBP 80,000 - 100,000
10 days ago

Senior SaaS Sales — KYC & Compliance (London)

Harrington Starr

City Of London
On-site
GBP 60,000 - 80,000
10 days ago

Senior Sales, KYC, SaaS

Harrington Starr

City Of London
On-site
GBP 60,000 - 80,000
10 days ago

SD-WAN Engineer

Talan

Greater London
On-site
GBP 60,000 - 80,000
11 days ago

Senior Technology Product Manager, Europe

National African-American Insurance Association (NAAIA)

Greater London
Hybrid
GBP 80,000 - 100,000
11 days ago

Equity Dealer

BRIAN DURHAM RECRUITMENT SERVICES LIMITED

Birmingham
On-site
GBP 60,000 - 80,000
11 days ago

Enterprise Account Executive, Financial Services

Similarweb

Greater London
On-site
GBP 60,000 - 80,000
11 days ago

Equity Dealing Specialist (Contract) — UK & Intl

BRIAN DURHAM RECRUITMENT SERVICES LIMITED

Birmingham
On-site
GBP 60,000 - 80,000
11 days ago

Senior Quantitative Analyst

EDF Trading

Greater London
On-site
GBP 55,000 - 75,000
11 days ago

Product Marketing Manager

ITRS Group

Greater London
On-site
GBP 45,000 - 65,000
11 days ago

Interim UK Payroll Operations Specialist (Workday)

Houlihan Lokey

Greater London
On-site
GBP 30,000 - 45,000
11 days ago

Senior Python Developer – FX Trading Platforms

Talan

Greater London
On-site
GBP 70,000 - 100,000
11 days ago

Quant Analyst AVP

Barclays UK

Glasgow
On-site
GBP 40,000 - 70,000
11 days ago

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Elite Wealth Planner for High‑Net‑Worth Clients
IDEX Consulting
Leeds
On-site
GBP 50,000 - 80,000
Full time
10 days ago

Job summary

A premier investment bank in Leeds is seeking a Chartered Financial Planner to join its team. This role focuses on serving high-net-worth clients without new business targets. The successful candidate will work closely with Wealth Managers, engaging directly with clients and providing exceptional guidance. Strong technical skills and clear communication are essential for ensuring clients understand complex financial concepts. This position offers a collaborative and supportive work environment, emphasizing diversity and inclusion.

Qualifications

  • Experience in financial services and planning with high-net-worth clients is preferred.
  • Ability to collaborate with wealth management teams.
  • Excellent interpersonal and communication skills.

Responsibilities

  • Collaborate closely with the wealth management team.
  • Attend meetings with clients throughout Yorkshire.
  • Provide year-round guidance to clients.

Skills

Strong technical abilities
Clear communication of financial concepts
Job description
A premier investment bank in Leeds is seeking a Chartered Financial Planner to join its team. This role focuses on serving high-net-worth clients without new business targets. The successful candidate will work closely with Wealth Managers, engaging directly with clients and providing exceptional guidance. Strong technical skills and clear communication are essential for ensuring clients understand complex financial concepts. This position offers a collaborative and supportive work environment, emphasizing diversity and inclusion.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.