About the role
My client is seeking an ambitious Wealth Planner to build and grow long-term, profitable relationships with high-value individual and corporate clients. This role sits at the heart of the client experience—translating complex financial needs into practical, tailored solutions that deliver value for both the client and the business.
You’ll act as a trusted adviser, combining technical expertise with commercial insight to help clients navigate financial decisions with confidence.
What you’ll do
- Build deep, trusted client relationships by understanding financial goals, challenges, cash flow, and risk appetite.
- Analyse portfolios and financial data to uncover insights, identify opportunities, and recommend improvements.
- Stay informed on industry trends, regulation, and market developments to shape forward-thinking advice.
- Design and deliver bespoke financial and investment solutions using a broad product range.
- Clearly articulate recommendations, communicate value, and negotiate commercially sound outcomes.
- Provide ongoing guidance across investments, wealth planning, and risk management to maintain long-term engagement.
- Identify and manage financial, legal, and operational risks within client relationships.
- Maintain accurate documentation of client activity to support transparency, compliance, and strategic insight.
- Track client satisfaction, revenue, and performance metrics to continuously improve outcomes.
What you’ll bring
- A recognised financial planning qualification at RDR Level 4 or above (essential).
- Strong knowledge of financial markets, investment products, and regulatory frameworks, with the ability to make complex topics feel clear and relevant.
- Confidence using digital tools to enhance client conversations and decision-making.
- A disciplined, risk-aware mindset with a strong commitment to compliance and professional standards.
Highly valued experience
- Proven success engaging clients and collaborating with internal and external stakeholders.
- Broad exposure to financial services, particularly retail regulated products and asset management.
- Knowledge of pensions, UK taxation, and investment advice.
- Experience managing portfolio-level risk.
- Adaptability, curiosity, and comfort operating in a fast-evolving environment.
About the role
My client is seeking an ambitious Wealth Planner to build and grow long-term, profitable relationships with high-value individual and corporate clients. This role sits at the heart of the client experience—translating complex financial needs into practical, tailored solutions that deliver value for both the client and the business.
You’ll act as a trusted adviser, combining technical expertise with commercial insight to help clients navigate financial decisions with confidence.
What you’ll do
- Build deep, trusted client relationships by understanding financial goals, challenges, cash flow, and risk appetite.
- Analyse portfolios and financial data to uncover insights, identify opportunities, and recommend improvements.
- Stay informed on industry trends, regulation, and market developments to shape forward-thinking advice.
- Design and deliver bespoke financial and investment solutions using a broad product range.
- Clearly articulate recommendations, communicate value, and negotiate commercially sound outcomes.
- Provide ongoing guidance across investments, wealth planning, and risk management to maintain long-term engagement.
- Identify and manage financial, legal, and operational risks within client relationships.
- Maintain accurate documentation of client activity to support transparency, compliance, and strategic insight.
- Track client satisfaction, revenue, and performance metrics to continuously improve outcomes.
What you’ll bring
- A recognised financial planning qualification at RDR Level 4 or above (essential).
- Strong knowledge of financial markets, investment products, and regulatory frameworks, with the ability to make complex topics feel clear and relevant.
- Confidence using digital tools to enhance client conversations and decision-making.
- A disciplined, risk-aware mindset with a strong commitment to compliance and professional standards.
Highly valued experience
- Proven success engaging clients and collaborating with internal and external stakeholders.
- Broad exposure to financial services, particularly retail regulated products and asset management.
- Knowledge of pensions, UK taxation, and investment advice.
- Experience managing portfolio-level risk.
- Adaptability, curiosity, and comfort operating in a fast-evolving environment.
