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For Companies At a Glance
- Tasks: Advise high-value clients on holistic financial planning and investment strategies.
- Company: Fast-growing UK wealth management firm challenging traditional banks.
- Benefits: Competitive salary, professional development, and a modern tech-led platform.
- Why this job: Make a real impact by building long-term relationships with affluent clients.
- Qualifications: Experience in wealth planning and strong technical knowledge in finance.
- Other info: Join a dynamic team focused on innovative client-centric solutions.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a fast-growing, UK-based wealth management firm combining high-quality financial advice with a modern, technology-led platform. Positioned as a challenger to traditional private banks and legacy advisers, the business focuses on delivering transparent, client-centric wealth planning solutions to affluent individuals and families. Following continued growth in assets and client demand, the firm is seeking an experienced Wealth Planner to join the team.
As a Financial Planner, you will take ownership of advising a portfolio of high-value UK-domiciled clients, delivering holistic financial planning across investments, pensions, tax and estate planning. You will work directly with clients, without intermediary relationship layers, and play a key role in developing long-term client relationships. This role is well suited to a technically strong, commercially minded adviser who enjoys working closely with sophisticated clients and contributing to the growth of a modern platform.
What You’ll Do
- Provide holistic financial planning advice, including cashflow modelling, retirement planning, inheritance and estate planning
- Advise on investment portfolios held within ISAs, SIPPs and general investment accounts
- Build long-term relationships with a concentrated group of high-value clients
- Work collaboratively with investment and platform teams to deliver a seamless client experience
- Contribute to the ongoing development of the firm’s wealth planning proposition
Key Requirements
- Proven experience as a Wealth Planner or Financial Adviser within a wealth management or advisory firm
- Strong technical knowledge across pensions, investments and UK tax planning
- Experience advising affluent or high-net-worth UK clients
- Ability to manage client relationships independently and deliver advice without reliance on a relationship manager
- Relevant professional qualifications (e.g. Level 4 Diploma or higher)
Wealth Planner employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your technical knowledge in pensions, investments, and tax planning. Share real-life examples of how you've helped clients achieve their financial goals – it’ll set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like our client’s wealth management firm. Express your interest in working with them and ask if they have any upcoming opportunities. It shows initiative and can lead to great conversations.
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you nail that interview. Check out our guides on common interview questions for Wealth Planners and practice your responses. The more prepared you are, the more confident you’ll feel when it’s time to shine!
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planner role. Highlight your experience in financial planning, especially with high-net-worth clients, and showcase your technical knowledge in pensions and investments.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with our client-centric approach. Keep it concise but impactful.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Use specific examples of how you've successfully managed client relationships or contributed to financial planning solutions in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Stuff
Make sure you brush up on your technical knowledge around pensions, investments, and UK tax planning. Be ready to discuss specific scenarios where you've successfully advised clients, as this will show your expertise and confidence in the field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained long-term relationships with high-value clients. Highlight your ability to work independently and deliver tailored advice, as this is crucial for the role.
✨Understand the Company’s Approach
Research the firm’s modern, technology-led platform and their client-centric approach. Be prepared to discuss how you can contribute to their wealth planning proposition and align with their values during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their strategies for client engagement or how they integrate technology into their services, showing that you're keen to be part of their innovative team.
