Regional Wealth Planner

Regional Wealth Planner

Location:
Leeds, GB, LS1 5JL

Brand: HSBC

Area of Interest: Private Banking

Closing Date: Hybrid Worker

Date: 19 Jun 2026

**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 do...