At a Glance
- Tasks: Manage affluent clients and provide tailored financial planning and investment advice.
- Company: Leading financial institution focused on exceptional wealth management services.
- Benefits: Competitive salary, professional development, and a culture of integrity and inclusion.
- Other info: Collaborative environment with opportunities for career growth and development.
- Why this job: Make a meaningful impact on clients' financial futures while growing your expertise.
- Qualifications: Financial planning qualification at RDR Level 4 or above and proven advisory experience.
The predicted salary is between 80000 - 100000 £ per year.
Our client is a leading financial institution committed to delivering exceptional wealth management services in a client‑centric environment. They foster a culture of integrity, inclusion, and high standards, encouraging professionals to grow their expertise while making a meaningful impact on clients’ financial futures.
This role involves managing affluent clients, providing sophisticated planning‑led advice, and building long‑term, trusted relationships. The position is essential for supporting the organisation’s goal of delivering tailored wealth management solutions and contributing to its continued growth in the UK market.
Role Overview: The Vice President - Senior Wealth Planner plays a critical role within the wealth management team, overseeing the delivery of personalised financial planning and investment advice to high‑net‑worth clients. The role involves strategic relationship management, technical expertise, and collaboration with internal teams to ensure a seamless client experience. This position supports the organisation's broader objectives of providing sophisticated, planning‑led advice aligned with regulatory and risk management standards.
Key Skills & Experience:
- Financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
- Proven experience offering personalised financial planning and investment advice
- Strong knowledge of pensions and GIA, with the ability to win new business for the bank
- Confident in using digital tools to support client engagement and decision‑making
- FCA‑approved status (or eligibility) with a focus on compliance and risk management
- Experience working collaboratively across teams and networks to grow and retain client relationships
Key Responsibilities:
- Manage senior client relationships, understanding financial goals, risk appetite, and long‑term planning needs
- Deliver tailored financial planning, investment, and wealth management solutions aligned with client objectives
- Provide expert guidance on investments, risk management, and market developments
- Analyse client portfolios, cash flow, and external factors to identify opportunities and risks
- Communicate and justify recommendations clearly, ensuring solutions meet both client and business needs
- Maintain strong governance, risk, and regulatory discipline, ensuring accurate documentation of all client interactions
- Collaborate closely with internal teams to ensure consistent, high‑quality client service
- Contribute to business strategy, policy development, and continuous improvement initiatives
- Lead and develop colleagues where applicable, supporting future capability and performance
- Demonstrate ownership of risk, controls, and governance aligned with regulatory standards
- Advise and influence senior stakeholders across functional and cross‑functional areas
- Utilise advanced analytical thinking to develop innovative solutions for complex problems
- Build and maintain trusting relationships with internal and external stakeholders using influencing and negotiation skills
Requirements:
- UK permanent employment status
- Ability to work onsite in East Anglia
- Proven experience delivering personalised wealth planning and investment advice
- Financial Planning qualification at RDR Level 4 or higher
- Strong knowledge of financial markets, regulated products, pensions, UK taxation, and asset management
- FCA‑approved status or eligibility for approval
- Experience working collaboratively across teams and networks
- Excellent communication skills, with the ability to build trusted relationships
- Demonstrable risk management and compliance focus
Strategic Wealth Planning VP — East Anglia in Norwich employer: Gravitas Group
Our client is an exceptional employer, offering a dynamic work culture that prioritises integrity and inclusion while empowering employees to enhance their expertise in wealth management. Located in East Anglia, this role provides unique opportunities for professional growth and the chance to make a significant impact on clients' financial futures, all within a supportive environment that values collaboration and high standards.
StudySmarter Expert Advice🤫
We think this is how you could land Strategic Wealth Planning VP — East Anglia in Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that VP role.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights on wealth planning and investment strategies. This not only highlights your knowledge but also positions you as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to wealth management. We recommend role-playing with a friend or mentor to build confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Strategic Wealth Planning VP — East Anglia in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your financial planning qualifications and any relevant experience with high-net-worth clients to show us you’re the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about wealth management and how your background aligns with our client-centric approach. Share examples of how you've built long-term relationships and delivered tailored solutions.
Showcase Your Technical Skills:Since this role requires strong knowledge of pensions, GIA, and digital tools, make sure to mention any relevant certifications or experiences that demonstrate your expertise. We want to see how you can leverage these skills to enhance client engagement.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Gravitas Group
✨Know Your Stuff
Make sure you brush up on your financial planning qualifications and the latest market trends. Being able to discuss pensions, GIA, and investment strategies confidently will show that you're not just knowledgeable but also passionate about wealth management.
✨Build Rapport
Since this role is all about managing relationships, practice how you'll connect with your interviewers. Think of ways to demonstrate your ability to build trust and rapport, perhaps by sharing past experiences where you've successfully managed client relationships.
✨Showcase Your Team Spirit
Collaboration is key in this role, so be ready to talk about times when you've worked effectively within a team. Highlight your experience in cross-functional projects and how you’ve contributed to achieving common goals.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific client situations or challenges. Prepare examples that showcase your analytical thinking and problem-solving skills, especially in complex financial scenarios. This will help you stand out as a strategic thinker.
