At a Glance
- Tasks: Deliver high-quality financial advice and grow client relationships.
- Company: Top 10 UK accountancy firm with a thriving Wealth Planning division.
- Benefits: Competitive salary, bonus potential, hybrid working, and career progression.
- Other info: Exciting opportunity for ambitious professionals to advance their careers.
- Why this job: Join a respected firm and make a real impact in wealth management.
- Qualifications: Level 4 Diploma qualified with at least 3 years’ experience.
The predicted salary is between 75000 - 90000 £ per year.
An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.
The Opportunity
This is a newly created position within a well-established and expanding Wealth Management business. You’ll be responsible for delivering high-quality, holistic financial advice to a loyal client base while also driving new business growth through networking and internal referrals. The firm has acquired several IFA businesses in recent years, providing an impressive client book and strong pipeline of leads. You’ll benefit from an established brand, in-house professional connections across tax, audit, and corporate finance, and the 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.
This is an exceptional opportunity for an ambitious Wealth Planner seeking to align with a respected professional services firm and play a key role in their next phase of growth.
Wealth Planner employer: Financial Planning Firm
Join an award-winning, top 10 UK accountancy and advisory firm that offers a dynamic work environment and a strong focus on employee development. With a comprehensive benefits package, flexible working arrangements, and clear pathways for career progression, this is an excellent opportunity for Wealth Planners looking to thrive in a supportive culture while making a meaningful impact in the financial sector across London and the South East.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planner
✨Network Like a Pro
Get out there and start networking! Attend industry events, join local finance groups, and connect with other professionals. The more people you meet, the more opportunities you'll uncover, especially in a role like Wealth Planner where referrals are key.
✨Show Off Your Expertise
Don’t be shy about showcasing your knowledge! Write articles, give talks, or even host webinars on financial planning topics. This not only builds your credibility but also attracts potential clients who see you as a go-to expert in the field.
✨Leverage Internal Connections
If you're already in a firm, make sure to collaborate with other teams. Use those internal connections to identify cross-referral opportunities. It’s all about working together to grow that client base and drive new business!
✨Stay Updated and Adaptable
The financial landscape is always changing, so keep your knowledge fresh! Stay updated on the latest trends in wealth management and be ready to adapt your strategies. This will help you provide top-notch advice and maintain long-term client relationships.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Planner role. Highlight your experience with HNW clients and any relevant qualifications, like your Level 4 Diploma or Chartered status. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about holistic wealth management and how your skills align with our needs. Be genuine and let your personality come through – we love that!
Showcase Your Networking Skills:Since building new client relationships is key, mention any successful networking experiences you've had. Whether it's through referrals or business development activities, we want to know how you can help us grow our client base.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning, tax, and investment strategies. The firm is looking for someone who can provide high-quality advice, so be prepared to discuss recent trends and how they might impact clients.
✨Showcase Your Networking Skills
Since developing new client relationships is key, think of examples where you've successfully networked or generated referrals in the past. Be ready to share your strategies for building a client base and how you plan to leverage existing connections.
✨Demonstrate Your Client-Centric Approach
Prepare to talk about how you’ve nurtured long-term relationships with high-net-worth clients. Highlight specific instances where your holistic approach made a difference in their financial planning journey.
✨Align with Their Vision
Research the firm’s recent acquisitions and growth strategy. Show that you understand their goals and how you can contribute to the Wealth Planning division's success. This will demonstrate your genuine interest in being part of their team.
