At a Glance
- Tasks: Manage affluent clients and provide tailored wealth management solutions.
- 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 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.
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
VP, Senior Wealth Planner — Strategic Client Advisor 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 are encouraged to develop their expertise while making a significant impact on clients' financial futures, with ample opportunities for collaboration and career advancement within a supportive team culture. The organisation's commitment to delivering tailored wealth management solutions ensures that every team member plays a vital role in shaping the financial landscape for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land VP, Senior Wealth Planner — Strategic Client Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show them you’re a perfect fit!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of VP, Senior Wealth Planner. Highlight your skills in managing client relationships and delivering tailored advice.
✨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 VP, Senior Wealth Planner — Strategic Client Advisor
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 management. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to manage affluent clients and deliver tailored financial solutions. Numbers and examples speak volumes, so let us know how you’ve made an impact!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured documents that are easy to read. Avoid jargon unless it’s relevant, and make sure your passion for wealth management shines through!
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 the role. Plus, it shows you’re keen on joining our team!
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 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’re a team player who can contribute to the organisation’s objectives.
✨Prepare for Scenario Questions
Expect to face questions that assess your problem-solving skills and risk management capabilities. Prepare some scenarios where you successfully navigated complex client situations or regulatory challenges, showcasing your analytical thinking and innovative solutions.
