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Wealth Manager
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Wealth Planner – Private Wealth Management
Location: London – Mayfair / Hampstead
Salary: £70,000–£85,000 + Bonus & Benefits
Work Arrangement: Hybrid Working
We are working with a highly regarded, award-winning Wealth Management firm to recruit an experienced Wealth Planner for their London team.
This is an excellent opportunity for an established Financial Planner who wants to work within a genuine private wealth environment, providing high-quality financial planning advice to both new and existing clients while working closely with experienced Investment Managers.
The successful individual will take responsibility for developing and managing client relationships, delivering technically strong financial planning advice and proactively working alongside the firm’s Investment Managers to identify additional planning opportunities within the existing client base.
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You’ll be supported by dedicated Paraplanning and Administration resource, allowing you to concentrate on providing an outstanding service to clients and developing long-term relationships.
Key Responsibilities
- Providing high-quality financial planning advice to new and existing clients
- Developing new client relationships
- Working closely with Investment Managers to identify Wealth Planning opportunities
- Managing client relationships and delivering an excellent ongoing service
- Providing advice in a compliant manner and in line with regulatory requirements
- Working collaboratively with Paraplanners, Administrators, and the wider Wealth Management team
- Sharing knowledge and supporting the development of junior colleagues
Requirements
Candidates should hold a minimum Level 4 Financial Planning qualification and have previous experience working within Financial Planning. Experience using Intelliflo and Voyant, or similar CRM and cashflow modelling systems, would be advantageous.
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You’ll need to be technically capable, professional, and confident dealing directly with clients, with a strong focus on client satisfaction and the ability to build trusted, long-term relationships.
Package
The package is highly competitive, offering a base salary of approximately £70,000–£85,000 depending on experience, plus a generous bonus, excellent benefits, and hybrid working.
This is a particularly strong opportunity for a Financial Planner looking to join an established name in the private wealth market, with access to an existing client base, excellent internal support, and the opportunity to work closely with Investment Managers rather than operating as a standalone Adviser.
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