At a Glance
- Tasks: Manage affluent clients and deliver tailored financial planning and investment advice.
- Company: Leading financial institution focused on client-centric wealth management.
- Benefits: Competitive salary, professional development, and a culture of integrity and inclusion.
- Other info: Collaborative environment with opportunities for career advancement and strategic influence.
- 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.
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
- 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
- UK permanent employment status
- Ability to work onsite in East Anglia
- Proven experience delivering personalized 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 (London) employer: Gravitas Group
As a leading financial institution based in London, our client offers an exceptional work environment that prioritises integrity, inclusion, and professional growth. Employees benefit from a culture that encourages collaboration and innovation, with ample opportunities for career advancement while making a significant impact on clients' financial futures. The organisation's commitment to tailored wealth management solutions ensures that team members are equipped with the resources and support needed to excel in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President - Senior Wealth Planner (London)
✨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 want to see your application, so make sure you submit it directly. This way, you’ll be on our radar and can easily keep track of your application status.
We think you need these skills to ace Vice President - Senior Wealth Planner (London)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in wealth planning and client relationship management. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Showcase Your Qualifications:Since this role requires a financial planning qualification at RDR Level 4 or above, be sure to prominently feature this in your application. We’re looking for candidates who meet the qualifications, so let’s make it easy for us to see that you do!
Highlight Your Client-Centric Approach:In your written application, emphasise your ability to build long-term relationships with clients. Share examples of how you've provided tailored advice and solutions in the past, as this is key to what we value at StudySmarter.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super straightforward!
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, GIAs, and investment strategies confidently will show that you're not just qualified but also passionate about the field.
✨Build Rapport
Since this role is all about managing relationships, practice how you can connect with your interviewers. Think of ways to demonstrate your interpersonal skills and how you’ve built trust with clients in the past. A friendly, engaging approach can go a long way!
✨Showcase Your Team Spirit
Collaboration is key in this role, so be ready to share examples of how you've worked with different teams to achieve client goals. Highlighting your ability to work across functions will show that you can contribute to the organisation's broader objectives.
✨Prepare for Scenario Questions
Expect to face questions that assess your problem-solving skills and risk management capabilities. Prepare specific examples where you've navigated complex financial situations or made strategic decisions that benefited your clients. This will demonstrate your analytical thinking and expertise.
