Wealth Planner

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.

• 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.

• 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.

• £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.