Wealth Planner – up to £130k OTE with full client support

About the role

Join a leading blue‑chip financial services firm that provides holistic planning for high‑net‑worth clients. The role offers a fully supported client book, research, paraplanning and a strong process framework, allowing you to focus on delivering premium advice.

Key responsibilities

• Deliver comprehensive financial planning advice to high‑net‑worth individuals.
• Manage and grow client relationships using provided client portfolios.
• Utilise in‑house research and paraplanning resources to develop tailored solutions.
• Maintain compliance with regulatory standards and internal policies.
• Collaborate with senior advisors and support teams to ensure service excellence.

Required profile

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

Required skills

What we offer

• Competitive basic salary (£80k‑£100k per year) plus uncapped quarterly and annual bonuses.
• Potential total earnings up to £130k OTE.
• Full home‑office setup and pension scheme.
• 25 days holiday plus bank holidays.
• Supportive environment with research, paraplanning and client acquisition handled by the firm.