Wealth Planner

About the role

Reporting directly to a Partner, you will manage and grow relationships with profitable private clients, delivering high‑quality financial planning and advice. This full‑time position is based in Wendens Ambo, South East England.

Key responsibilities

• Manage a portfolio of existing clients, ensuring professional financial planning service.
• Achieve agreed fee targets and KPI metrics.
• Conduct regular client reviews and maintain appropriate contact frequency.
• Support Partners in marketing initiatives and business development.
• Maintain compliance with professional standards and internal policies.
• Undertake continuous professional development and training.

Required profile

• Experience in private client wealth planning.
• Strong interpersonal and communication skills, both verbal and written.
• Solution‑oriented mindset with commercial awareness.
• Motivated, ambitious, detail‑oriented and able to meet tight deadlines.
• Ability to work independently and collaboratively within a team.
• Working towards or holding a Chartered Financial Planner qualification or equivalent.

Required skills

• Intermediate knowledge of CRM systems.
• Cashflow planning software proficiency.
• Investment research software proficiency.
• Microsoft Word, Excel, PowerPoint and Outlook.

What we offer

• Inclusive culture with strong growth plans.
• Opportunities for professional development and career progression.