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Our client is a leading British bank.
Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them.
This role is part of our Wealth Management Business, a growing area for the bank. We're expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client's needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
You'll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client's journey. You'll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer. You'll also work across teams to provide a seamless and consistent experience.
As a Wealth Planner, you'll be part of a forward-thinking environment. You'll use digital tools and platforms to enhance client engagement and stay connected to market trends. You'll be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role—it's a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space.
To be successful as a Wealth Planner, you should bring:
- A recognised financial planning qualification at RDR Level 4 or above—this is essential. You'll use your knowledge to offer personalised planning and investment advice that reflects each client's goals, values, and comfort with risk.
- A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client.
- Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection.
- A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance.
Some other highly valued skills may include:
- Experience engaging with both internal teams and external networks to welcome new clients and grow relationships. xsabvtc
- Broad exposure to the Financial Services industry, especially in retail regulated products and asset management.
- Familiarity with pensions, investment adv
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