Chartered Wealth Planner

Wealth Planner

We are looking for an experienced Chartered Wealth Planner with at least 5 years of direct experience working with clients to provide holistic wealth and financial planning solutions.

• Build key client relationships with around 70 clients ranging from medium net worth to ultra‑high net worth.
• Provide a wide range of financial planning solutions and conduct annual reviews, while delivering extra support and guidance.
• Grow your client bank organically through referrals and developing relationships with professional connections.
• Prepare, present and implement advice recommendations, cash‑flow modelling reports and provide bespoke servicing tailored to each individual client.
• Responsible for general administrative tasks as part of the scope for this role, working directly with a Client Liaison Administrator and Paraplanner to ensure a first‑class client experience.

• Minimum Chartered in Regulated Financial Planning with at least 5 years managing private client relationships.
• Knowledge across a range of products and asset classes.
• Ability to work with clients across all wealth bands and provide support for clients with little to no financial knowledge.
• Strong numeracy skills, attention to detail and experience dealing with multiple currencies.
• Experience in managing relationships and handling sensitive situations with tact and diplomacy.

We provide a clear and transparent bonus structure for acquiring new clients and boosting retention of existing clients.

Location:

Abingdon office. Experience working in a passionate and talented group.