At a Glance
- Tasks: Provide expert financial advice on retirement and estate planning while managing client relationships.
- Company: Join a leading UK wealth management firm with a dynamic new office in London.
- Benefits: Competitive salary, professional development, and the chance to work with high net worth clients.
- Other info: Exciting opportunity for career growth in a supportive and collaborative environment.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Degree educated with at least 2 years of financial planning experience.
The predicted salary is between 59400 - 72600 £ per year.
The Wealth Planner will be accountable for providing advice across all key areas of financial planning, with a focus on retirement and estate planning. They will provide regulated financial advice to the firm's clients, ensuring exceptional service, work closely with Investment Managers to identify growth opportunities, manage cases via a financial planning CRM, and oversee a Wealth Planning Administrator.
- Deliver expert, compliant financial planning advice, focusing on retirement and estate planning
- Build and maintain strong client relationships
- Collaborate with Investment Managers to support business growth
- Manage workflow and case progression in CRM systems
- Stay up to date with technical and regulatory changes
- Enhance client propositions and internal processes
We are seeking an experienced, self-motivated, client-focused Wealth Planner to help build and grow a regional presence while delivering high-quality financial planning advice.
- Degree educated (2:1 or above preferred)
- Ideally CII Level 6 qualified; candidates a few exams short will also be considered
- Minimum 2 years' Financial Planning experience
- Chartered Financial Planner with advanced pensions qualifications (e.g., AF3)
- Experience advising High Net Worth clients
- SPS holder or eligible
- Strong technical knowledge with a commercial mindset
- Confident communicator with excellent presentation skills
- Proficient in Microsoft Office (Excel) and financial planning CRM systems
- Client-focused, proactive, and professional with a positive attitude
Wealth Planner in Cheltenham employer: The Berkeley
At The Berkeley, we pride ourselves on being an exceptional employer, offering a vibrant work culture that values creativity and collaboration. Our commitment to employee growth is evident through our in-house training programmes and career progression opportunities, while our comprehensive benefits package ensures financial stability and well-being for all team members. Located in the heart of London, we provide unique experiences not only for our guests but also for our colleagues, making every day at The Berkeley a rewarding journey.
