Description
We are seeking a Senior Wealth Planner to join our Wealth Management Business. You will play a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You will work with new and existing clients to understand their long-term goals and offer bespoke solutions that support their financial and lifestyle needs.
Your responsibilities will include:
- Building lasting relationships with clients by listening with care, offering specialist guidance, and tailoring planning strategies to each client's journey
- Collaborating with our Wealth Acquisition team to welcome new clients and ensure a smooth transition from prospect to invested customer
- Working across teams to deliver a consistent and seamless experience
- Using digital tools to enhance client engagement and stay connected to market trends
To be successful in this role, you should bring:
- A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
- Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
- Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
- A careful approach to identifying and managing risk, while maintaining high standards of compliance
Some other highly valued skills may include:
- Experience working with internal teams and external networks to grow client relationships
- Broad knowledge of the Financial Services industry, especially in retail regulated products and asset management
- Familiarity with pensions, investment advice, and UK taxation
- FCA-approved status and experience managing risk within a client portfolio
- Adaptability and curiosity in a fast-changing environment