Wealth Planner

About the role

The Senior Wealth Planner is responsible for developing and delivering advice on Private Client cases within the Private Client Advice Team. The role requires technical expertise to have advice support discussions with Partners, produce client-facing advice reports and to support Partners in delivering these to clients which may involve working with more senior colleagues on complex cases.

What you'll be doing

• Owning, developing and delivering advice and recommendations in relation to Private Client cases, with the skills to work alongside Partners
• Being creative and holistic in identifying & developing Private Client advice solutions, taking into account clients’ broad sets of circumstances and needs
• Supporting Partners in delivering advice to eligible Private Clients. This requires excellent communication skills to clearly articulate complex information and build strong Partner relationships
• Maintaining professional qualifications and technical knowledge, keeping up to date with regulatory and legislative change
• Working closely with the Private Client Service Team to implement planning

Who we’re looking for

We're looking for a technically capable and relationship-focused Wealth Planner who thrives on solving complex financial planning challenges for high-net-worth clients. You'll combine strong analytical skills with the confidence to influence, collaborate and deliver high-quality advice in a fast-paced environment.

Essential skills

Technical expertise across taxation, investments, pensions, and estate planning

Ability to deliver holistic financial advice to high-net-worth clients

Strong client-facing communication and presentation skills

Ability to collaborate with Senior team members in order to analyse complex financial information and translate it into clear, actionable advice

Relationship management skills with clients, Partners, and external professional advisers

High level of sound decision making and good judgement skills.

Desirable skills

Relevant financial planning or financial services qualifications, such as Chartered Financial Planner status or equivalent professional credentials.

Experience using cashflow modelling tools to support financial planning and advice recommendations