Vice President - Senior Wealth Planner (East Anglia)
Our client is a leading financial institution committed to delivering exceptional wealth management services in a client-centric environment. They foster a culture of integrity, inclusion, and high standards, encouraging professionals to grow their expertise while making a meaningful impact on clients’ financial futures. This role involves managing affluent clients, providing sophisticated planning-led advice, and building long-term, trusted relationships. The position is essential for supporting the organization’s goal of delivering tailored wealth management solutions and contributing to its continued growth in the UK market.
Role Overview:
The Vice President - Senior Wealth Planner plays a critical role within the wealth management team, overseeing the delivery of personalized financial planning and investment advice to high-net-worth clients. The role involves strategic relationship management, technical expertise, and collaboration with internal teams to ensure a seamless client experience. This position supports the organisation's broader objectives of providing sophisticated, planning-led advice aligned with regulatory and risk management standards.
Key Skills & Experience:
• Financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
• Proven experience offering personalized financial planning and investment advice
• Strong knowledge of financial markets, regulated products, pensions, UK taxation, and asset management
• Confident in using digital tools to support client engagement and decision-making
• FCA-approved status (or eligibility) with a focus on compliance and risk management
• Experience working collaboratively across teams and networks to grow and retain client relationships
Key Responsibilities:
• Manage senior client relationships, understanding financial goals, risk appetite, and long-term planning needs
• Deliver tailored financial planning, investment, and wealth management solutions aligned with client objectives
• Provide expert guidance on investments, risk management, and market developments
• Analyse client portfolios, cash flow, and external factors to identify opportunities and risks
• Communicate and justify recommendations clearly, ensuring solutions meet both client and business needs
• Maintain strong governance, risk, and regulatory discipline, ensuring accurate documentation of all client interactions
• Collaborate closely with internal teams to ensure consistent, high-quality client service
• Contribute to business strategy, policy development, and continuous improvement initiatives
• Lead and develop colleagues where applicable, supporting future capability and performance
• Demonstrate ownership of risk, controls, and governance aligned with regulatory standards
• Advise and influence senior stakeholders across functional and cross-functional areas
• Utilize advanced analytical thinking to develop innovative solutions for complex problems
• Build and maintain trusting relationships with internal and external stakeholders using influencing and negotiation skills
Requirements:
• UK permanent employment status
• Ability to work onsite in East Anglia
• Proven experience delivering personalized wealth planning and investment advice
• Financial Planning qualification at RDR Level 4 or higher
• Strong knowledge of financial markets, regulated products, pensions, UK taxation, and asset management
• FCA-approved status or eligibility for approval
• Experience working collaboratively across teams and networks
• Excellent communication skills, with the ability to build trusted relationships
• Demonstrable risk management and compliance focus
If you are an experienced Wealth Planner with a strategic mindset, technical expertise, and a passion for delivering personalized client solutions, we encourage you to apply and join a forward-thinking organization committed to excellence.
