Wealth Planner, Wealth Management

Chartered Financial Planner, Wealth Management, City - 22833

Are you a Chartered Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures?

Do you thrive in a collaborative environment and have a strong track record of working with HNW clients?

You’ll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning.

Our client is a leading Wealth Manager based in the heart of the City. You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.

• Provide high-quality financial planning advice, primarily in retirement and estate planning
• Build strong client relationships, exceeding expectations for service and advice
• Work with Investment Managers to identify business growth opportunities
• Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system
• Stay up-to-date with industry developments and contribute to the Firm’s client proposition
• Work within regulatory and compliance frameworks
• Contribute to the Firm’s growth strategy and participate in key projects

• Degree-level education (2:1 or above)
• Chartered Financial Planner status (CII Level
  6), with AF3 Pension Planning qualifications
• At least 2+ years of experience delivering regulated financial advice to HNW clients
• Proficiency in Microsoft Office (especially Excel) and financial planning CRM systems
• Client‑focussed, with strong communication and presentation skills
• Energetic and eager to contribute to the team
• A combination of commercial focus and technical expertise
• Confident communicator with a proactive, professional attitude
• Commitment to ongoing learning and professional development

This role is based in London
, though our client also requires Wealth Planners for their regional offices in Cheltenham and York
, so please get in touch if you are interested in any of these opportunities.