Chartered Wealth Planner — High-Impact Advisory (Flexible)

Financial Planning Firm; Greater London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

Cazenove Capital, part of Schroders, seeks an experienced Wealth Planner to manage high-net-worth client portfolios and deliver comprehensive wealth planning, including pensions and tax strategies. You will grow client relationships, provide compliant financial advice, and contribute to marketing and knowledge sharing.

Strong communication, analytical skills, and a professional qualification in wealth planning are essential.

Qualifications

• Advising high-net-worth individuals on wealth planning and tax strategies.
• Pension and taxation knowledge across relevant areas.
• FCA-regulated qualification at Level 4 or above.
• Pursuit or attainment of advanced financial planning credentials.
• Maintain SPS status and professional standards.
• Proficient in MS Office tools for client presentations and reporting.

Responsibilities

• Manage a portfolio of high-value client relationships and deliver wealth planning strategies.
• Actively market and develop profitable client relationships using your network.
• Provide financial advice to new and existing clients ensuring compliant, client-focused outcomes.
• Meet with clients regularly, document actions, and implement decisions swiftly.
• Lead new client setup, sign-off, and suitability for advisory structures.
• Identify planning opportunities to enhance clients' positions and objectives.
• Share knowledge with portfolio managers on financial planning matters.
• Contribute content to Marketing and internal training materials.
• Keep knowledge up-to-date through CPD and exams.

Skills

Client relationship management

Wealth planning

Tax planning

Pensions knowledge

Financial advice communication

Numerical and analytical ability

Education

Level 4 FCA-approved qualification

CII Advanced Financial Planning Certificate or Chartered Financial Planner

SPS (Statement of Professional Standing)

Tools

Microsoft Word

Excel

PowerPoint

Job description

Cazenove Capital, part of Schroders, seeks an experienced Wealth Planner to manage high-net-worth client portfolios and deliver comprehensive wealth planning, including pensions and tax strategies. You will grow client relationships, provide compliant financial advice, and contribute to marketing and knowledge sharing.

Strong communication, analytical skills, and a professional qualification in wealth planning are essential.