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 client-centric work environment.
- Other info: Collaborative culture with opportunities for career advancement and personal growth.
- 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
Vice President - Senior Wealth Planner (East Anglia) in Norwich employer: Gravitas Group
As a leading financial institution in East Anglia, our client offers an exceptional work environment that prioritises integrity, inclusion, and professional growth. Employees benefit from a culture that encourages collaboration and innovation, providing ample opportunities for career advancement while making a significant impact on clients' financial futures. With a focus on tailored wealth management solutions, this role not only allows for personal development but also fosters long-term relationships with affluent clients in a dynamic market.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President - Senior Wealth Planner (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 Vice President role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your financial planning qualifications and experience in detail during interviews. Be ready to share specific examples of how you've helped clients achieve their financial goals.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your strategic relationship management skills and how they align with the company's values.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, ensuring it gets the attention it deserves. Plus, you'll be one step closer to joining a team that values integrity and client-centric service.
We think you need these skills to ace Vice President - Senior Wealth Planner (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 for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background aligns with our client-centric approach. Don’t forget to mention your ability to build long-term relationships!
Showcase Your Technical Expertise:Since this role requires strong knowledge of pensions, GIA, and investment advice, make sure to include specific examples of how you've successfully navigated these areas in your previous roles. We want to see your expertise in action!
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 don’t miss out on any important updates during the process. Let’s get started on this journey together!
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 can connect with your interviewers. Think of ways to demonstrate your ability to build trust and rapport, perhaps by sharing past experiences where you successfully managed client relationships.
✨Showcase Your Team Spirit
Collaboration is key in this role, so be ready to talk about times you've worked across teams. Highlight specific examples where your teamwork led to successful outcomes, especially in delivering tailored solutions for clients.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific client situations or challenges. Prepare by thinking through potential scenarios related to risk management and compliance, and how you would navigate them while keeping client needs at the forefront.
