At a Glance
- Tasks: Deliver high-quality financial advice and grow client relationships.
- Company: Top 10 UK accountancy firm with a thriving Wealth Planning division.
- Benefits: Competitive salary, bonus potential, hybrid working, and career progression.
- Other info: Exciting growth opportunities and a supportive team environment.
- Why this job: Join a respected firm and make a real impact in wealth management.
- Qualifications: Level 4 Diploma qualified with at least 3 years of experience.
The predicted salary is between 75000 - 90000 £ per year.
An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.
The Opportunity
This is a newly created position within a well-established and expanding Wealth Management business.
You’ll be responsible for delivering high-quality, holistic financial advice to a loyal client base while also driving new business growth through networking and internal referrals.
The firm has acquired several IFA businesses in recent years, providing an impressive client book and strong pipeline of leads.
You’ll benefit from an established brand, in-house professional connections across tax, audit, and corporate finance, and the autonomy to build your own presence in the local market.
Key Responsibilities
- Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice.
- Develop new client relationships through referrals, networking, and business development activities.
- Collaborate with internal teams to identify cross-referral opportunities.
- Maintain up-to-date technical knowledge of financial planning, tax, and related areas.
- Contribute to the continued growth and development of the Wealth Planning division.
About You
- Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred.
- At least 3 years’ experience providing face-to-face advice to HNW clients.
- Proven ability to develop new business and nurture long-term client relationships.
- Professional, confident, and proactive, with a genuine interest in holistic wealth management.
- What’s on Offer
- £75,000–£90,000 base salary (depending on experience).
- Bonus up to 20% of base salary.
- Hybrid / flexible working across City and South London offices.
- Comprehensive benefits package and excellent career progression opportunities, including potential advancement to Senior Manager / Associate Director / Partner level.
This is an exceptional opportunity for an ambitious Wealth Planner seeking to align with a respected professional services firm and play a key role in their next phase of growth.
Wealth Planner in London employer: mbf. Careers
Join an award-winning, top 10 UK accountancy and advisory firm that offers a dynamic work environment and a strong focus on employee development. With a comprehensive benefits package, flexible working arrangements, and clear pathways for career progression, this is an excellent opportunity for Wealth Planners looking to thrive in a supportive culture while making a meaningful impact in the lives of clients across London and the South East.
