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- Tasks: Deliver bespoke financial planning services to high-net-worth clients and build long-term relationships.
- Company: Leading wealth management firm in Brighton with a client-centric approach.
- Benefits: Up to £120k salary, competitive benefits, and career progression opportunities.
- Why this job: Elevate your career while working with prestigious clients in a supportive team environment.
- Qualifications: Extensive experience in wealth management and strong business development skills.
- Other info: Collaborative culture prioritising ethics and professional growth.
The predicted salary is between 72000 - 84000 £ per year.
This opportunity is presented by a leading wealth management firm in Brighton.
If you\’re an experienced Wealth Planner with a proven track record of working with high-net-worth (HNW) clients and are looking to take your career to the next level, we\’d love to hear from you. This is an excellent chance to join a firm that values client-centric advice, integrity, and professional growth.
The Role
As a Senior Wealth Planner, you will be responsible for delivering tailored financial planning and wealth management services to a portfolio of HNW clients. You will be expected to build long-term relationships, demonstrate deep technical expertise, and work alongside a dynamic team of advisers to provide holistic financial solutions.
Key Responsibilities
- Deliver bespoke financial planning services to HNW individuals and families, covering investments, pensions, tax planning, and estate planning.
- Maintain and grow relationships with existing clients, ensuring a high level of client retention and satisfaction.
- Develop new business through referrals, professional network, and strategic partnerships.
- Provide clear and concise financial advice that aligns with clients\\\’ long-term financial goals and aspirations.
- Collaborate with internal teams and support staff to deliver seamless client experiences.
- Uphold the highest ethical standards in all dealings, ensuring a client-first approach in every situation.
The Ideal Candidate
- Extensive experience in wealth management, with a strong track record of working with HNW clients.
- Demonstrated ability to deliver tailored, client-centric financial planning and wealth management services.
- Strong business development skills, with an established professional network that can generate referrals and business opportunities.
- Ethical, client-focused, and highly professional, with a commitment to upholding the highest standards in all client interactions.
- A passion for collaboration and continuous professional growth.
- Chartered status.
What\\\’s on Offer
- Salary: Up to £120k, based on experience.
- Competitive benefits package.
- Opportunities for career progression and development within a growing firm.
- A collaborative and supportive team environment where your contributions will be valued.
If you are a Senior Wealth Planner looking to elevate your career within a reputable firm that prioritises clients and ethics, we want to hear from you. This role offers the chance to work with a prestigious client base while enjoying a clear path for career development.
To apply, please send your CV to Jo at Financial Divisions.
#J-18808-Ljbffr
Senior Wealth Planner, Up to £120K (DOE), Brighton employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner, Up to £120K (DOE), Brighton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with HNW clients and your ability to deliver tailored financial solutions. We want to see that passion for client-centric advice!
✨Tip Number 3
Prepare for those interviews! Research the firm thoroughly and come armed with questions that show your interest in their approach to wealth management. This is your chance to demonstrate how you align with their values of integrity and professional growth.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on this opportunity to elevate your career!
We think you need these skills to ace Senior Wealth Planner, Up to £120K (DOE), Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and showcases your expertise in wealth management. We want to see how your skills align with the role, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can contribute to our client-centric approach. Keep it concise but impactful – we love a good story!
Showcase Your Ethical Standards: Since integrity is key in this role, make sure to mention any experiences that demonstrate your commitment to ethical practices in financial planning. We value professionals who put clients first, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Clients
Before the interview, research the firm’s client base and their typical needs. Be prepared to discuss how your experience with high-net-worth clients aligns with their expectations. This shows you understand the importance of client-centric advice.
✨Showcase Your Expertise
Be ready to demonstrate your technical knowledge in areas like investments, pensions, and tax planning. Prepare examples from your past work that highlight your ability to deliver tailored financial solutions, as this is crucial for a Senior Wealth Planner role.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use active listening and engage in meaningful conversation about their approach to wealth management. This will reflect your ability to maintain and grow client relationships.
✨Emphasise Ethical Standards
Make sure to communicate your commitment to ethical practices and client-first approaches. Share specific instances where you upheld these values in your previous roles, as this aligns perfectly with the firm's ethos.
