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- Tasks: Help clients with financial planning and manage relationships.
- Company: Join a respected national wealth management firm in Hessle.
- Benefits: Enjoy competitive salary, 25 days holiday, and private healthcare.
- Why this job: Make a real impact while working in a supportive, inclusive culture.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and client advising experience.
- Other info: Opportunity for long-term career growth and two paid volunteering days.
The predicted salary is between 42000 - 98000 £ per year.
Location: Hessle, East Yorkshire
Job Type: Full-time, Permanent
Salary: up to £70,000
A well-established national wealth management firm is seeking a Level 4 qualified Wealth Planner to join their growing team in Hessle. This is a great opportunity to work with a supportive group of professionals, delivering high-quality financial planning to private clients.
You’ll be responsible for managing client relationships, providing tailored advice, and helping individuals make informed financial decisions. With access to cutting-edge tools and strong internal support, you’ll be well-positioned to grow your client base and make a real impact.
Key Responsibilities:- Delivering holistic financial advice across pensions, investments, and protection
- Conducting annual client reviews and preparing cash flow modelling reports
- Working closely with Investment Managers, Paraplanners, and Client Liaison teams
- Growing your client bank through referrals and professional connections
- Maintaining CPD and staying up to date with industry developments
- Level 4 Diploma in Regulated Financial Planning (minimum)
- Previous experience advising private clients
- Broad knowledge of financial planning products and asset classes
- Strong communication and relationship management skills
- Ability to support clients across all wealth levels, including those new to financial advice
- Competitive salary with clear, performance-based bonus structure
- 25 days holiday plus your birthday off
- Private healthcare (after 1 year’s service)
- Life assurance
- Cycle to work scheme
- Two paid volunteering days per year
- Enhanced maternity and paternity pay
- Inclusive, values-driven company culture with strong focus on employee wellbeing
This is an excellent opportunity to join a respected firm that invests in its people and offers long-term career progression.
Wealth Planner employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Stay updated on the latest financial planning tools and software. Familiarity with cutting-edge technology can set you apart from other candidates and show your commitment to providing high-quality advice.
✨Tip Number 3
Prepare to discuss your approach to client relationship management during interviews. Be ready to share specific examples of how you've successfully built and maintained client relationships in the past.
✨Tip Number 4
Research the firm’s values and culture. Understanding their focus on employee wellbeing and professional development will help you align your answers with what they are looking for in a candidate.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience advising private clients. Emphasise your strong communication and relationship management skills, as these are crucial for the Wealth Planner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to deliver tailored advice. Mention specific examples of how you've successfully managed client relationships and helped individuals make informed financial decisions.
Highlight Relevant Experience: In your application, focus on your previous experience with financial planning products and asset classes. Discuss any successful strategies you've implemented in growing a client base through referrals and professional connections.
Showcase Continuous Professional Development: Mention any ongoing training or CPD activities you are involved in to demonstrate your commitment to staying up to date with industry developments. This will show the firm that you are proactive about your professional growth.
How to prepare for a job interview at AMG Search
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning during the interview. Discuss how your qualifications have prepared you for delivering holistic financial advice and managing client relationships effectively.
✨Demonstrate Your Experience
Prepare examples from your previous experience advising private clients. Be ready to discuss specific cases where you provided tailored advice and how you helped clients make informed financial decisions.
✨Emphasise Communication Skills
Strong communication is key in this role. Practice articulating your thoughts clearly and confidently, and be prepared to discuss how you've successfully managed client relationships in the past.
✨Stay Updated on Industry Trends
Show your commitment to continuous professional development by discussing recent industry developments or trends. This will demonstrate your dedication to maintaining CPD and staying informed, which is crucial for a Wealth Planner.
