Chartered Wealth Planner for High‑Net‑Worth Clients

Burton Recruitment Limited; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in London is seeking experienced Chartered Financial Planners to join their award-winning team. The role involves delivering bespoke financial planning across various areas including pensions and investments, while establishing lasting relationships with high-net-worth clients. Ideal candidates will have Chartered Financial Planner status and exceptional communication skills, fitting into a client-first culture committed to ethical practices. The firm offers strong benefits including comprehensive medical cover and a collaborative work environment.

Benefits

25 days holiday + buy extra days

Strong pension contributions with employer match

Comprehensive private medical cover

Income protection & death-in-service benefits

Annual wellbeing credit

Cycle to Work & season ticket benefits

Charitable giving with employer match

Qualifications

• Proven track record of advising high-net-worth clients.
• Commitment to ethical practice and client-first values.

Responsibilities

• Deliver bespoke financial planning across pensions, investments, protection, and estates.
• Use lifestyle modelling tools to help clients visualise their financial future.
• Provide clear, practical advice that balances today’s needs with tomorrow’s security.
• Collaborate with colleagues to ensure seamless service and innovative solutions.
• Contribute to business development and growth initiatives.

Skills

Chartered Financial Planner status (CII or equivalent)

Strong technical knowledge across pensions, investments, and tax planning

Excellent communication and relationship-building skills

Job description

A leading wealth management firm in London is seeking experienced Chartered Financial Planners to join their award-winning team. The role involves delivering bespoke financial planning across various areas including pensions and investments, while establishing lasting relationships with high-net-worth clients. Ideal candidates will have Chartered Financial Planner status and exceptional communication skills, fitting into a client-first culture committed to ethical practices. The firm offers strong benefits including comprehensive medical cover and a collaborative work environment.