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Wealth Planner

  • City of London
  • Permanent
  • £70000

Job details.

About the Company:

We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.

Job Description:

We are currently seeking a dynamic Wealth Planner to join our client's team. This role is ideal for an individual with 1-2 years of client-facing experience who is working towards (or already attained)  chartered status. As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market.

Key Responsibilities:

  • Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies for high-net-worth clients.
  • Foster and maintain strong client relationships, ensuring the achievement of their financial objectives.
  • Conduct thorough financial reviews and analysis, offering expert guidance to clients.
  • Stay updated on industry trends and regulations to provide the most effective solutions to clients.

Qualifications and Skills:

  • 1-2 years of client-facing experience in wealth management or a related field.
  • A DipPFS qualification is mandatory, with a commitment to pursuing chartered status.
  • Exceptional interpersonal and communication skills.
  • Strong analytical capabilities and attention to detail.
  • A genuine passion for the financial industry and a drive for excellence.
  • Benefits:

On Offer:

  • Competitive salary ranging from £55,000 to £70,000 per annum.
  • Performance-based bonus structure.
  • Comprehensive benefits package.
  • Flexible working arrangements to support work-life balance.
  • Exciting prospects for long-term career development within a reputable organization.

An excellent opportunity to join this prestigious organisation and embark on a fulfilling journey in the world of wealth management. Be part of a team dedicated to helping clients achieve their financial goals at the highest level of the market.


  1. Financial Services

Michael Groves

Founder & Key Account Manager

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