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Wealth Planner

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: mbf
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 75000 - 90000 GBP Yearly GBP 75000.00 90000.00 YEAR
Job Description & How to Apply Below

Opportunity

An award‑winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) seeks an experienced Wealth Planner. The role covers clients across London and the South East and offers autonomy to build your own presence in the local market.

Key Responsibilities
  • Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice.
  • Develop new client relationships through referrals, networking, and business development activities.
  • Collaborate with internal teams to identify cross‑referral opportunities.
  • Maintain up‑to‑date technical knowledge of financial planning, tax, and related areas.
  • Contribute to the continued growth and development of the Wealth Planning division.
About You
  • Level 4 Diploma qualified (minimum);
    Chartered or Certified Financial Planner status preferred.
  • At least 3 years’ experience providing face‑to‑face advice to HNW clients.
  • Proven ability to develop new business and nurture long‑term client relationships.
  • Professional, confident, and proactive, with a genuine interest in holistic wealth management.
What’s on Offer
  • £75,000–£90,000 base salary (depending on experience).
  • Bonus up to 20% of base salary.
  • Hybrid / flexible working across City and South London offices.
  • Comprehensive benefits package and excellent career progression opportunities, including potential advancement to Senior Manager / Associate Director / Partner level.

Location:

London, South East, United Kingdom.

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