Senior Wealth Planner

ZipRecruiter; Egham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm seeks a Senior Wealth Planner in Egham. This full-time role offers the chance to manage an established client base, providing holistic financial advice with dedicated support and a clear bonus structure. Ideal for a Chartered Financial Planner looking to advance in a respected firm with growth potential.

Benefits

Private healthcare

Life assurance

26 days annual leave

Enhanced parental benefits

Two paid volunteering days annually

Qualifications

• Level 6 qualified (Chartered Financial Planner status essential).
• At least 5 years’ experience in financial advice delivery.
• Experienced with estate planning and pensions.

Responsibilities

• Manage and grow client relationships.
• Conduct thorough client fact finds and present financial options.
• Work with paraplanning and compliance teams.

Skills

Client Relationship Management

Holistic Financial Advice

Interpersonal Skills

Technical Skills in Finance

Education

Chartered Financial Planner status

Job description

Job Description

Senior Wealth Planner

Location: Egham

Role Type: Employed, Full-Time

Salary: £80,000 - £100,000 + Bonus

Are you a Chartered Financial Adviser seeking a high-quality client bank and a stable, long-term opportunity with outstanding earning potential?

NJR Recruitment is currently supporting a highly respected wealth management firm in their search for an experienced Chartered Adviser to take over the client base of a retiring adviser. This is a rare opportunity to step into a ready-made book of loyal, long-standing clients.

What’s on Offer:

• Inheritance of ~70 established client relationships ranging from medium to ultra-high net worth
• Dedicated paraplanning and administrative support
• Clear and transparent bonus structure for retention and new business
• Access to cutting-edge technology including client engagement tools
• Private healthcare, life assurance, 26 days annual leave (including birthday off), and enhanced parental benefits
• Two paid volunteering days annually to support causes close to your heart

Duties will include:

• Speaking to clients in person, through video calls and telephone
• Conduct thorough fact finds
• Present financial options to clients
• Work with the paraplanning and compliance teams
• Conduct annual reviews

Who We’re Looking For:

• Level 6 qualified (Chartered Financial Planner status essential)
• At least 5 years’ experience delivering holistic financial advice
• Proven ability to manage and grow client relationships across all wealth levels
• Empathetic and client-focused, with strong interpersonal and technical skills
• Experienced with estate planning, pensions, tax-efficient strategies, and cash flow modelling

This role is ideal for a driven adviser looking to build on a trusted legacy while contributing to a forward-thinking firm with ambitious growth plans.

To express your interest or find out more confidentially, contact NJR Recruitment quoting NJR15782