Job Description
Wealth Planner | London
Our client is a fast-growing, UK-based wealth management firm combining high-quality financial advice with a modern, technology-led platform. Positioned as a challenger to traditional private banks and legacy advisers, the business focuses on delivering transparent, client-centric wealth planning solutions to affluent individuals and families. Following continued growth in assets and client demand, the firm is seeking an experienced Wealth Planner to join the team.
Role Overview
As a Financial Planner, you will take ownership of advising a portfolio of high-value UK-domiciled clients, delivering holistic financial planning across investments, pensions, tax and estate planning. You will work directly with clients, without intermediary relationship layers, and play a key role in developing long-term client relationships.
This role is well suited to a technically strong, commercially minded adviser who enjoys working closely with sophisticated clients and contributing to the growth of a modern platform.
What You’ll Do
1. Provide holistic financial planning advice, including cashflow modelling, retirement planning, inheritance and estate planning
2. Advise on investment portfolios held within ISAs, SIPPs and general investment accounts
3. Build long-te...