Financial planner
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-11
Listing for:
Focus Search and Selection
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Job Title: Financial Planner / Wealth Manager
Location: London
Salary: Competitive + Performance-Based Bonus
About the Firm:Join a leading, fully chartered wealth management firm in London, renowned for delivering exceptional financial planning and investment services to high-net-worth clients. The firm is ambitious, highly respected, and backed by substantial resources, offering a supportive and professional environment.
Role Overview :We are seeking an experienced Financial Planner / Wealth Manager to provide holistic financial advice to a portfolio of clients. You will work closely with clients to develop tailored strategies across investments, pensions, protection, and estate planning, ensuring exceptional service and long-term relationships.
Key Responsibilities:- Deliver comprehensive financial planning advice to high-net-worth clients
- Develop and maintain strong client relationships, providing ongoing support and reviews
- Prepare detailed financial plans and investment strategies
- Collaborate with paraplanners and other team members to ensure high-quality client outcomes
- Keep up to date with regulatory changes and maintain compliance standards
- Experienced Financial Planner / Wealth Manager within the UK...
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