Wealth Planner / Senior Wealth Planner – London

About the role

The Wealth Planning division of an independent mid‑sized wealth management firm in London is hiring both a Wealth Planner and a Senior Wealth Planner. You will manage an existing portfolio of high‑net‑worth clients and develop new relationships referred by internal Investment Managers.

Key responsibilities

• Take ownership of an existing HNW client base and deliver tailored wealth planning advice.
• Collaborate with Investment Managers to acquire and service new client relationships.
• Provide complex financial planning, including investment, tax, and succession strategies.
• Maintain compliance with regulatory standards and internal risk policies.
• Contribute to the growth of the practice and support business development initiatives.

Required profile

• Proven experience in wealth planning or financial advisory for high‑net‑worth individuals.
• Strong analytical and problem‑solving abilities.
• Excellent communication skills and ability to build trusted client relationships.
• Motivation to progress towards equity partnership within the firm.

Required skills

What we offer

• Competitive salary up to £85,000 for the Wealth Planner role and up to £110,000 for the Senior position.
• Performance‑based bonuses and a comprehensive benefits package.
• Clear pathway to become an equity partner.
• Dynamic London office environment with opportunities for professional growth.