Wealth Planner

About the role

The wealth planning arm of a leading global investment manager is seeking a high‑quality Wealth Planner to provide complex advice to ultra‑high‑net‑worth private clients. You will join a dedicated team delivering regulated pensions, tax and financial guidance as the cornerstone of the firm’s wealth management offering.

Key responsibilities

• Manage a portfolio of high‑value client relationships and oversee their wealth planning strategies.
• Develop new client relationships through active marketing and professional networks.
• Provide comprehensive financial advice across pensions, tax and broader financial matters, ensuring profitability and compliance.
• Conduct regular client meetings, document actions and drive swift implementation.
• Take primary responsibility for new client onboarding, sign‑off and suitability assessments.
• Identify and communicate new planning opportunities that benefit clients.
• Serve as a knowledge resource for portfolio managers on financial planning topics.
• Contribute content for external distribution and internal training.
• Maintain up‑to‑date knowledge through professional development and examinations.

Required profile

• Experience advising high‑net‑worth individuals on wealth planning and tax strategies.
• In‑depth knowledge of UK pensions and taxation.
• FCA‑approved regulatory qualification at Level 4 or above (e.g., Advanced Financial Planning Certificate, Chartered Financial Planner).
• Current Statement of Professional Standing (SPS).
• Preferred experience in fund management, professional advisory, IFA or life‑company environments.
• Desirable qualifications: Pension Transfer Specialist, familiarity with major UK wealth‑planning strategies.

Required skills

• Proficiency in Microsoft Word, Excel and PowerPoint.
• Knowledge of Intelliflo Office.
• Knowledge of The Exchange platform.