At a Glance
- Tasks: Deliver bespoke financial planning advice and build strong client relationships.
- Company: Join a respected firm with a progressive Wealth team in Bishop’s Stortford or Cambridge.
- Benefits: Enjoy competitive salary, wellness initiatives, and generous annual leave including your birthday off.
- Other info: Be part of an inclusive culture that values diversity and supports career growth.
- Why this job: Make a real impact by helping clients achieve their long-term financial goals.
- Qualifications: Level 6/Chartered status and experience in client-facing Wealth Planning roles.
The predicted salary is between 60000 - 80000 £ per year.
About the role
We are recruiting a Senior Wealth Planner to join our dynamic Wealth team in Bishop’s Stortford or Cambridge. You’ll be joining a respected, progressive firm, delivering tailored, high‑quality financial planning to a broad range of clients and supporting them in achieving their long‑term goals.
Responsibilities
- Provide comprehensive, bespoke financial planning advice across areas such as retirement planning, investments, estate planning, protection and tax‑efficient strategies.
- Build and maintain strong, trusted relationships with new and existing clients, ensuring a consistently high standard of service.
- Conduct detailed fact‑finding, cashflow modelling and suitability assessments to develop robust financial plans.
- Work collaboratively with internal teams, including Paraplanners, Administrators, and wider professional advisers across the firm.
- Keep up to date with regulatory requirements, market developments and product knowledge to ensure compliant and informed advice.
- Identify opportunities for business development and contribute to the continued growth of the Wealth team.
- Mentor and support junior team members where appropriate, sharing expertise and promoting best practice.
Qualifications
- Qualified to Level 6 / Chartered status, with strong technical knowledge across all areas of financial planning.
- Proven experience in a client‑facing Wealth Planning or Financial Advisory role, ideally within a professional services or private client environment.
- Excellent communication and interpersonal skills, with the ability to explain complex information clearly and confidently.
- Strong analytical and problem‑solving abilities, with meticulous attention to detail.
- A proactive, collaborative approach and a genuine commitment to delivering exceptional client service.
- Ability to manage a varied workload, prioritise effectively and work independently when required.
Required Skills
- Strong technical knowledge across all areas of financial planning.
- Proven experience in a client‑facing Wealth Planning or Financial Advisory role.
- Excellent communication and interpersonal skills.
- Strong analytical and problem‑solving abilities.
- Proactive and collaborative approach.
- Ability to manage a varied workload.
Pay range and compensation package
At Tees, we offer a comprehensive benefits package designed to support your well‑being and career development, including:
- Professional development: Access to training programmes and a wide range of career development resources.
- Health and wellness: Wellness initiatives and mental health support to help you thrive both in and out of work.
- Financial benefits: Competitive salaries and discretionary payments.
- Supportive work environment: An inclusive, collaborative culture that values diversity and encourages everyone to contribute and grow.
- Work‑life balance: Generous annual leave, plus your birthday off to celebrate in your own way, with the option to purchase additional holiday for even greater flexibility.
Equal Opportunity statement
We are committed to fostering a diverse and inclusive workplace that reflects the communities we serve. We welcome applications from individuals of all backgrounds, inclusive of age, ethnicity, religion, disability status, race, gender, gender identity, sexual orientation, neurodiversity, socioeconomic background, caregiving responsibilities, and any other lived experience that makes you uniquely you.
Senior Wealth Planner in Cambridge employer: TEES
Tees Law is an excellent employer, offering a dynamic work environment in North Herts or Cambridge where employees can thrive. With a strong emphasis on professional development and a comprehensive benefits package, we foster a supportive and inclusive culture that values diversity, making it a rewarding place for those looking to grow in their careers while contributing to meaningful legal work.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planner in Cambridge
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about financial planning and how you've helped clients achieve their goals. It’s all about showcasing what makes you the best fit for the role.
✨Prepare for the Interview
Do your homework before the interview! Understand the company’s values and recent developments in the wealth planning sector. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Follow Up
After your interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position. Plus, it’s just good manners!
We think you need these skills to ace Senior Wealth Planner in Cambridge
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in wealth planning. We want to see how your skills align with the responsibilities mentioned in the job description, so don’t hold back!
Showcase Your Communication Skills:Since excellent communication is key for this role, use your application to demonstrate how you can explain complex financial concepts clearly. We love seeing examples of how you've built strong client relationships in the past.
Highlight Your Technical Knowledge:We’re looking for someone with strong technical knowledge across all areas of financial planning. Be sure to mention any relevant qualifications or experiences that showcase your expertise in retirement planning, investments, and more.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details 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 TEES
✨Know Your Stuff
Make sure you brush up on your technical knowledge across all areas of financial planning. Be ready to discuss retirement planning, investments, and tax-efficient strategies in detail. This will show that you're not just qualified but genuinely passionate about the field.
✨Build Rapport
Since this role involves building strong relationships with clients, practice your communication skills. Think about how you can explain complex financial concepts in a simple way. A friendly, approachable attitude can go a long way in making a great first impression.
✨Show Your Problem-Solving Skills
Prepare to discuss specific examples where you've tackled challenges in previous roles. Highlight your analytical abilities and how you've used them to create robust financial plans. This will demonstrate your capability to handle the varied workload expected in this position.
✨Be a Team Player
This role requires collaboration with various internal teams. Think of examples where you've worked well with others, mentored junior staff, or contributed to team success. Showing that you can work collaboratively will align with the firm's values and culture.
