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, or
• 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

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

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.