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Wealth Planner

Postaladdress Uk, City of Westminster

Wealth Planner

Salary not available. View on company website.

Postaladdress Uk, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 1 day ago, 23 Apr | Get your application in today.

Closing date: Closing date not specified

Job ref: 0fcd199c057e4a8cb1baa80dd76463c4

Location ref: City of Westminster

Full Job Description

  • Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice.
  • Develop new client relationships through referrals, networking, and business development activities.
  • Collaborate with internal teams to identify cross-referral opportunities.
  • Maintain up-to-date technical knowledge of financial planning, tax, and related areas.
  • Contribute to the continued growth and development of the Wealth Planning division.

    Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred.
  • At least 3 years' experience providing face-to-face advice to HNW clients.
  • Proven ability to develop new business and nurture long-term client relationships.
  • Professional, confident, and proactive, with a genuine interest in holistic wealth management.

    An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.
    • The Opportunity This is a newly created position within a well-established and expanding Wealth Management business. You'll be responsible for delivering high-quality, holistic financial advice to a loyal client base while also driving new business growth through networking and internal referrals. The firm has acquired several IFA businesses in recent years, providing an impressive client book and strong pipeline of leads. You'll benefit from an established brand, in-house professional connections across tax, audit, and corporate finance, and the autonomy to build your own presence in the local market.

  • £80,000-£100,000 base salary (depending on experience).
  • Bonus up to 20% of base salary.
  • Hybrid / flexible working across City and South London offices.
  • Comprehensive benefits package and excellent career progression opportunities, including potential advancement to Senior Manager / Associate Director / Partner level.

Direct job link

https://www.jobs24.co.uk/job/wealth-planner-126733214
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