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We are pleased to be working alongside my client, a leading tier‑one financial institution, to appoint experienced Senior Wealth Planners. This role offers the opportunity to work with an affluent client base, delivering sophisticated, planning‑led advice while building long‑term, trusted relationships and contributing to sustained business growth.
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.
- 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 commercial and client‑aligned outcomes.
- Maintain strong risk management, governance, and regulatory discipline.
- Ensure accurate documentation, reporting, and auditability of all client interactions.
- Collaborate closely with internal teams to ensure a seamless client experience.
Expectations
- Contribute to business strategy, policy development, and continuous improvement initiatives.
- Act as a senior technical expert, providing insight that supports long‑term profitability, risk management, and decision‑making.
- Where applicable, lead, guide, and develop colleagues, supporting future capability and performance.
- Demonstrate ownership of risk, controls, and governance aligned to regulatory standards.
- Advise and influence senior stakeholders across functional and cross‑functional areas.
- Apply advanced analytical thinking and research to solve complex problems and develop effective solutions.
- Build and maintain trusted internal and external relationships using strong influencing and negotiation skills.
- Maintain a broad understanding of organisational activities to support aligned delivery of business objectives.
Qualifications & Experience
- Financial Planning qualification at RDR Level 4 or above, including packaged products advice.
- Proven experience delivering personalised financial planning and investment advice.
- Strong knowledge of financial markets, regulated products, pensions, UK taxation, and asset management.
- Confident use of digital tools to support high‑quality client engagement and decision‑making.
- FCA‑approved status (or eligibility) with a strong focus on compliance and risk management.
- Experience working collaboratively across teams and networks to grow and retain client relationships.
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