Description
We are seeking a Wealth Planner to join our Wealth Management Business. As a Wealth Planner, you will play a key role in helping clients shape their financial future through thoughtful planning and investment advice.
You will work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them.
This role is part of our growing Wealth Management Business, which supports clients with investable assets up to £3 million and helps close the Advice Gap in the UK. You will collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer.
As a Wealth Planner, you will be part of a forward-thinking environment. You will use digital tools and platforms to enhance client engagement and stay connected to market trends. You will be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards.
Key Responsibilities:
- Establish and nurture profitable partnerships with corporate and individual clients
- Manage client relationships to identify financial goals, challenges, and risk tolerance
- Research and understand client industry trends, regulatory landscape, and competitive environment
- Design customized solutions that address client-specific needs and objectives
- Communicate the value proposition of proposed solutions and negotiate terms
- Provide guidance to clients to support their financial decisions
- Assess financial, legal, and operational risks associated with client relationships
- Document all client interactions, transactions, and agreements
- Monitor client satisfaction, revenue generated, and other relevant metrics
Requirements:
- Recognized financial planning qualification at RDR Level 4 or above
- Working knowledge of financial markets, products, and regulatory frameworks
- Ability to use digital tools to support client conversations
- Careful approach to identifying and managing risk
Desirable Skills:
- Experience engaging with internal teams and external networks
- Broad exposure to the Financial Services industry
- Familiarity with pensions, investment advice, and UK taxation
- Experience managing risk within a client portfolio
- Adaptability and curiosity in a fast-evolving environment