mbf
Wealth Planner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Senior Wealth Planner
An established, boutique wealth management firm is seeking a Senior Wealth Planner to join its growing team. The firm operates at the top end of the market, specialising in complex, cross-border financial planning for high-net-worth and internationally mobile clients.
This is a highly client-facing role within a collaborative “pod” structure, offering the opportunity to work closely with an experienced Senior Wealth Manager and gain exposure to sophisticated financial planning cases.
The position would suit either:
- A high-level Paraplanner looking to step into a more client-facing, technically complex role
- A Junior Adviser seeking to develop within a more intellectually challenging and high-end advisory environment
The Role
You will play a key role in supporting the end-to-end client journey, combining technical expertise with client interaction.
Key responsibilities include:
- Supporting onboarding through to ongoing client relationship management
- Attending client meetings, taking notes, and managing follow-up actions
- Acting as a key point of contact for clients, delivering a proactive, high-touch service
- Preparing detailed client reports, suitability reports, and recommendation documentation
- Producing and maintaining cashflow models and financial planning inputs
- Assisting with portfolio rebalancing, performance monitoring, and investment analysis
- Preparing FX transactions and supporting multi-currency portfolios
- Monitoring client accounts and investigating performance anomalies
- Liaising with internal teams and external providers to ensure seamless service delivery
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The role offers significant exposure to complex planning scenarios, including cross-border considerations, tax-efficient structuring, and high-value portfolios.
About the Team
You will join a well-established and high-performing team led by a Senior Wealth Manager who has progressed internally to Partner level. The environment is collaborative, supportive, and focused on long-term development.
There is a clear pathway toward Wealth Manager / Adviser level, typically within 3+ years, with flexibility for high performers.
Candidate Profile
- 2–5+ years’ experience within wealth management, financial planning, or investment management
- Background in a Paraplanner, Senior Paraplanner, or Junior Adviser role
- Experience supporting client relationships and attending meetings is highly desirable
- Strong technical knowledge of financial planning and investment principles
- Excellent attention to detail and report writing skills
- Strong interpersonal and communication skills
- Proactive, organised, and able to manage multiple priorities
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications:
- Level 4 Diploma (or working towards) – essential
- Progression toward Chartered status advantageous
Package & Benefits
- Salary: £50,000 – £75,000 (dependent on experience)
- Exceptional Discretionary bonus
- Hybrid working (3 days office / 2 from home)
Why Apply?
- Work with high-net-worth, complex client cases
- Gain hands-on client exposure from day one
- Clear pathway to Adviser / Wealth Manager
- Join a firm known for technical excellence and high-quality client service
- Strong investment in training and professional development
If you’re looking to step into a more sophisticated, client-facing planning role within a top-tier environment, this is an excellent opportunity to accelerate your career.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location