Financial planner

Job in Bath, Somerset County, BA1, England, UK

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 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

Requirements:

Experienced Financial Planner / Wealth Manager within the UK...

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