Senior Wealth Planner

Tees; Bishop's Stortford; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading law firm in Bishop's Stortford seeks a Senior Wealth Planner to deliver tailored financial planning services. This role offers a chance to grow within a dynamic team, collaborating to provide optimal solutions for clients while achieving firm targets.

Benefits

Permanent health insurance

Wellness programs

Mental health support

Generous annual leave

Birthday off

Qualifications

• Minimum of 4 years relevant industry experience.
• Strong commercial awareness and acumen.

Responsibilities

• Provide comprehensive financial planning solutions.
• Manage a varied caseload of client financial planning needs.

Skills

Commercial Awareness

Education

Competent Advisor Status

Job description

Tees Bishop's Stortford, England, United Kingdom

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Tees Bishop's Stortford, England, United Kingdom

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Reporting to: Financial Services Manager

Location: Bishop's Stortford or Chelmsford

The Firm

Tees Law is a Top 200 UK law firm, with over 400 dedicated professionals across our six offices. We offer expert legal services and independent financial advice to a wide range of clients, including individuals, businesses, professional partnerships, charities, schools, multi-academy trusts, and national corporations.

Founded in 1913, Tees has grown from a traditional family firm with strong community roots into a modern, forward-thinking practice. Our vision is simple: to be the firm of choice for exceptional service, quality of life and doing business responsibly.

At Tees, we believe in open, honest, and empathetic communication. No matter how complex the situation, we offer clear, long-term solutions tailored to each client’s needs. Drawing on over a century of experience, we proactively anticipate challenges and share insights to help our clients achieve a better future.

Our mission: helping people to a better future

About the role

We are looking for a motivated Senior Wealth Planner, to join our dynamic Wealth team in either Bishop's Stortford or Chelmsford. This is an exciting opportunity for someone to take the next step in their career, providing a quality, tailored and supportive financial planning service to a range of clients.

What this role would include

• Providing comprehensive financial planning solutions to a diverse clientele; collaborating with colleagues to achieve optimal outcomes for both the business and our clients; cultivating internal and external business opportunities; and introducing new clients to Tees.
• Meeting the firm's targets and supporting team members in achieving their goals.
• Managing a varied caseload of client financial planning needs with responsibility and expertise.

What we are looking for

While the following skills and qualifications are beneficial, we encourage you to apply even if you do not meet every requirement:

• A minimum of 4 years relevant industry experience at Competent Advisor Status (CAS).
• Can demonstrate strong commercial awareness and acumen.

Our commitment to you

At Tees, we offer a comprehensive benefits package to support your well-being and career growth, including:

Professional Development: Access to training programs, and career development resources.

Health and Wellness: Permanent health insurance, wellness programs, and mental health support.

Financial Benefits: Competitive salaries and discretionary payments.

Supportive Work Environment: An inclusive and collaborative culture that values diversity.

Work-Life Balance: Generous annual leave, plus birthday off.

At Tees, diversity and inclusion are the heart of our vision for a better and more equitable future. We embrace diversity in all its forms, including but not limited to race, ethnicity, gender, sexual orientation, age, disability, religion, and socioeconomic background. We recognise that by embracing diversity, we can harness the collective power of our employees and create a culture that promotes collaboration, empathy, and understanding.

By prioritising diversity and inclusion, we believe that we create a more innovative, creative, and compassionate workplace. Our diverse perspectives lead to better problem-solving and enhanced decision-making, enabling us to better serve our customers and make a positive impact.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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