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Senior Wealth Planner HNW Clients

Job in Plymouth, Devon, PL2, England, UK
Listing for: JJ SEARCH LIMITED
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner for HNW Clients

JJ SEARCH LIMITED is seeking a Financial Planner to manage high net worth clients in Plymouth, providing technical wealth planning and regulated advice. The role involves preparing cash flow plans, writing recommendation reports, and maintaining market awareness of new products.

The ideal candidate has over 5 years of relevant experience, a Level 4 Financial Planning Diploma, and exceptional interpersonal skills. Solid paraplanning support is provided.

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Position Requirements
10+ Years work experience
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