Senior Wealth Planner

An exciting opportunity has arisen for an experienced Wealth Planner to join a highly regarded private wealth management business. This role is suitable for candidates operating at Wealth Planner, Senior Wealth Planner or Director level who are passionate about delivering exceptional financial planning advice to high-net-worth individuals and families.

Working as part of a collaborative relationship team, you will provide holistic wealth planning advice across investments, retirement planning, tax mitigation, estate planning and wealth preservation. You will partner closely with banking and investment professionals to identify client needs, develop tailored solutions and deliver high-quality, compliant advice that supports long-term financial objectives.

This is a client-facing role focused on building trusted relationships, generating and delivering fee-based financial planning opportunities, and contributing to the continued growth of the wealth planning proposition. You will play a key role in helping clients navigate complex financial decisions while delivering an outstanding client experience.

• Chartered Financial Planner (Level
  6) or equivalent
• Proven experience advising High-Net-Worth and Ultra-High-Net-Worth clients
• Strong technical knowledge of investments, pensions, tax and estate planning
• Excellent relationship management and business development skills
• Strong understanding of FCA regulation and the financial planning advice process
• Experience using cashflow modelling and financial planning tools
• Ability to communicate complex technical concepts clearly and confidently

• Competitive salary and discretionary bonus
• Private medical insurance
• Life assurance
• Flexible benefits package
• Excellent career development opportunities within a growing wealth management business

This is an outstanding opportunity to join a relationship-led organisation that places client outcomes, professional excellence and long-term partnerships at the heart of everything it does.