Wealth Planner – Financial Planning for HNW Clients

About the role

Join a leading blue‑chip firm that provides holistic financial planning to high‑net‑worth (HNW) clients across the UK. The role is fully supported with a pre‑assigned client book, research, paraplanning and robust processes, allowing you to focus on delivering expert advice without the need for business development.

Key responsibilities

• Deliver comprehensive wealth planning and investment advice to HNW clients.
• Manage client relationships and ensure ongoing service excellence.
• Collaborate with paraplanning and research teams to produce tailored financial strategies.
• Maintain compliance with regulatory standards and internal policies.
• Contribute to the firm’s growth by providing high‑quality advice and referrals.

Required profile

• Legal right to work in the United Kingdom.
• Proven track record of consistent success in a wealth planning or financial advisory role.
• Full Diploma in Financial Planning (or equivalent qualification).
• Demonstrated commitment to previous employers.

Required skills

What we offer

• Competitive basic salary of £50,000‑£80,000 per year.
• Uncapped quarterly and annual bonuses, with potential OTE of £100,000.
• Full home‑office setup and remote working flexibility.
• Pension scheme, 25 days holiday plus bank holidays.
• Access to ongoing training, research resources and paraplanning support.