An exciting opportunity has arisen for an experienced Wealth Planner to join a leading UK wealth management business during a period of significant investment and growth.
With ambitious expansion plans over the next five years, this organisation is continuing to strengthen its wealth proposition and adviser population, creating excellent opportunities for experienced financial planners seeking a supportive environment, strong client potential, and long-term career development.
The Opportunity
As a Senior Wealth Planner, you will provide holistic financial planning and investment advice to affluent clients, helping them achieve their long-term financial goals through tailored wealth management solutions.
Working within a well-established wealth proposition, you will benefit from access to existing client opportunities, allowing you to focus on delivering high-quality advice and building trusted client relationships.
Key Responsibilities
- Deliver regulated financial planning and investment advice to affluent clients
- Build and maintain long-term client relationships
- Develop bespoke financial planning strategies across investments, pensions, protection and wider wealth planning needs
- Identify opportunities to grow client assets under management and broaden relationships
- Work collaboratively with internal stakeholders to support business growth
About You
To be successful in this role, you will likely have:
- Level 4 Diploma in Financial Planning (or equivalent)
- Experience providing regulated investment and financial planning advice
- Strong knowledge of investments, pensions, tax planning and retirement planning
- Excellent client relationship management skills
- A client-centric approach with strong communication abilities
- Experience working with affluent or high-net-worth individuals
What's on Offer?
- Significant investment in the wealth management division
- Strong pipeline of client opportunities
- Clear career progression pathways
- Supportive and collaborative culture
The business is also willing to consider bonus buyout arrangements for exceptional candidates where appropriate.
Interested?
If you're an experienced Wealth Planner looking to join a growing wealth management business with ambitious long-term plans, we'd love to hear from you.
Senior Wealth Planner employer: Bruin
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