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Wealth Planner
Wealth Planner (Financial Planning)
We are partnering with a leading London-based UK wealth management firm, which has an exciting opportunity at its new UK office. We are seeking an experienced, self-motivated, client-focused Wealth Planner to help build and grow a regional presence while delivering high-quality financial planning advice.
The Wealth Planner will be accountable for providing advice across all key areas of financial planning, with a focus on retirement and estate planning. They will provide regulated financial advice to the firm’s clients, ensuring exceptional service, work closely with Investment Managers to identify growth opportunities, manage cases via a financial planning CRM, and oversee a Wealth Planning Administrator.
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Responsibilities
- Deliver expert, compliant financial planning advice, with a focus on retirement and estate planning
- Build and maintain strong client relationships
- Collaborate with Investment Managers to support business growth
- Manage workflow and case progression in CRM systems
- Stay up to date with technical and regulatory changes
- Enhance client propositions and internal processes
Requirements
Qualifications & Experience
- Degree educated (2:1 or above preferred)
- CII Level 6 qualified (candidates a few exams short will also be considered)
- Minimum 2 years’ Financial Planning experience
- Chartered Financial Planner with advanced pensions qualifications (e.g., AF3)
- Experience advising High Net Worth clients
- SPS holder or eligible
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Key Skills
- Strong technical knowledge with a commercial mindset
- Confident communicator with excellent presentation skills
- Proficiency in Microsoft Office (Excel) and financial planning CRM systems
- Client-focused, proactive, and professional with a positive attitude
This is an excellent opportunity to join a growing team, make a meaningful contribution, and further your career in Wealth Planning.
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