Financial planner

Job Title: Financial Planner / Wealth Manager

Location: London

Salary: Competitive + Performance-Based Bonus

About the Firm:

Join a leading, fully chartered wealth management firm in London, renowned for delivering exceptional financial planning and investment services to high-net-worth clients. The firm is ambitious, highly respected, and backed by substantial resources, offering a supportive and professional environment.

Role Overview:

We are seeking an experienced Financial Planner / Wealth Manager to provide holistic financial advice to a portfolio of clients. You will work closely with clients to develop tailored strategies across investments, pensions, protection, and estate planning, ensuring exceptional service and long-term relationships.

Key Responsibilities:

• Deliver comprehensive financial planning advice to high-net-worth clients
• Develop and maintain strong client relationships, providing ongoing support and reviews
• Prepare detailed financial plans and investment strategies
• Collaborate with paraplanners and other team members to ensure high-quality client outcomes
• Keep up to date with regulatory changes and maintain compliance standards

Requirements:

• Experienced Financial Planner / Wealth Manager within the UK…