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For Companies At a Glance
- Tasks: Manage client portfolios and deliver tailored financial planning advice.
- Company: Established investment and wealth management firm with a collaborative culture.
- Benefits: Hybrid work model, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: 3+ years in wealth planning, strong communication skills, and a collaborative mindset.
- Other info: Opportunity for career advancement in a client-focused, ambitious business.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Location: Saffron Walden (Hybrid – 3 days office, 2 days WFH)
Employment type: Full time
My client is an established and successful investment and wealth management business with a strong reputation for delivering bespoke financial solutions. With a headcount of around 30 highly skilled professionals, they combine the technical standards of a large institution with the personal, approachable culture of a boutique firm.
They specialise in providing tailored advice across pre- and post-retirement planning, lifetime allowance strategies, tax-efficient retirement solutions, and estate planning. Following the recent acquisition of a well-regarded wealth planning practice in Saffron Walden, they are expanding their team and seeking an experienced Wealth Planner to play a key role in supporting and growing long-term client relationships.
Their values are built around excellence, client focus, trust, integrity, and passion — all within a collaborative team environment.
Responsibilities
My client is seeking a talented Wealth Planner to join their growing team. This is a client-facing role where you’ll manage and develop strong relationships with existing clients, delivering high-quality financial planning and advice across retirement, tax, and estate planning needs.
You’ll be part of a professional, collaborative team that prides itself on delivering a first-class service, while working in a supportive environment where your skills and ideas will be valued.
What You’ll Be Doing
- Managing a portfolio of existing clients, delivering comprehensive financial planning.
- Meeting agreed fee targets and KPIs.
- Providing professional, tailored financial advice with clarity and integrity.
- Undertaking client reviews at agreed intervals.
- Supporting and assisting in marketing initiatives.
- Maintaining the highest compliance and professional standards.
- Committing to continuous professional development.
Qualifications
- At least 3 years’ experience in private client wealth planning.
- Excellent interpersonal and communication skills – able to build trust and inspire confidence.
- Commercial mindset, with motivation and ambition to succeed.
- Strong problem-solving skills and the ability to create effective solutions.
- High attention to detail, numeracy, and accuracy.
- Ability to work to deadlines and manage multiple priorities.
- A collaborative, team-oriented approach combined with self-motivation.
- Competence with CRM systems, cashflow planning tools, investment research software, and Microsoft Office.
- Minimum Level 4 qualified and working towards Chartered Financial Planner status (or equivalent).
Why Join?
This is a fantastic opportunity to advance your career in financial planning with a business that is ambitious, client-centred, and dedicated to its people. You’ll be working in a team that blends expertise with a supportive culture, giving you both professional growth and the chance to make a real impact for clients.
Apply now to take the next step in your wealth planning career.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance
Industries
- Investment Management and Financial Services
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Wealth Planner employer: Orla Rose Associates
Contact Detail:
Orla Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to alumni from your school. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back! Share your experiences and how you’ve tackled challenges in wealth planning. Use real examples to demonstrate your expertise and problem-solving skills.
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to align with their values and culture. Research the firm’s approach to client relationships and highlight how your experience fits into their vision.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our client-focused culture.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Wealth Planner role. Highlight your client-facing experience and any relevant qualifications, like your Level 4 status or progress towards Chartered Financial Planner.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about wealth planning. Share specific examples of how you've built strong client relationships and delivered tailored financial advice in the past.
Showcase Your Problem-Solving Skills: In your application, mention instances where you've tackled complex financial issues. We love candidates who can think on their feet and come up with effective solutions for clients.
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 from our team!
How to prepare for a job interview at Orla Rose Associates
✨Know Your Stuff
Make sure you brush up on the key areas of wealth planning, especially retirement and estate planning. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific services offered by the company. This will show that you're not just interested in the role, but also genuinely invested in their mission.
✨Showcase Your Interpersonal Skills
Since this is a client-facing role, it's crucial to demonstrate your excellent communication skills during the interview. Prepare examples of how you've built trust and rapport with clients in the past. Think about situations where you've had to explain complex financial concepts in a clear and relatable way.
✨Be Ready for Problem-Solving Scenarios
Expect to be asked about how you would handle specific client scenarios or challenges. Prepare a few examples where you've successfully navigated difficult situations or provided innovative solutions. This will highlight your problem-solving skills and your ability to think on your feet.
✨Emphasise Team Collaboration
This role requires a collaborative approach, so be prepared to discuss how you've worked effectively within a team. Share experiences where you've contributed to team goals or supported colleagues in achieving success. This will align with the company's values and show that you're a good fit for their culture.
