Senior Wealth Planner

ZipRecruiter; England; On-site; GBP 90,000 - 120,000; Full time

Job summary

An established industry player in wealth management is seeking a Senior Wealth Planner to enhance their team in Brighton. This role involves managing and growing a portfolio of high-net-worth clients, delivering customized financial solutions across various domains. The ideal candidate will excel in relationship-building and strategic thinking, ensuring exceptional client outcomes while contributing to business growth. With a supportive culture and a clear progression path, this opportunity is perfect for professionals eager to advance their careers in a dynamic environment.

Benefits

Comprehensive benefits package

Clear progression path

Supportive team culture

Qualifications

• Proven success in senior financial planning roles focused on HNW clients.
• Chartered or working toward Chartered status is essential.

Responsibilities

• Provide tailored financial planning and wealth management advice.
• Foster strong, long-term relationships with HNW clients.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Business Development

Strategic Thinking

Education

Chartered Financial Planner

Relevant Financial Qualifications

Job description

Job Description

A respected and growing wealth management firm in Brighton is seeking an experienced Senior Wealth Planner to join their high-performing team. This is a superb opportunity for a professional who thrives on building long-term relationships with high-net-worth (HNW) clients and delivering bespoke financial solutions.

About the Role:You’ll take the lead in managing and growing a portfolio of HNW clients, offering holistic financial planning across investments, pensions, tax, and estate planning. Working alongside a collaborative team of advisers and support staff, you’ll play a key role in delivering exceptional client outcomes while contributing to the growth of the business.

Key Responsibilities:

• Provide tailored financial planning and wealth management advice to HNW individuals and families.
• Foster strong, long-term relationships with existing clients and ensure a high level of service and retention.
• Drive new business through referrals, professional connections, and strategic introductions.
• Translate complex financial matters into clear, goal-oriented advice.
• Collaborate with internal teams to deliver a seamless and client-first experience.
• Uphold the highest ethical standards and always act in the best interest of clients.

About You:

• Proven success in a senior financial planning or wealth management role, focused on HNW clients.
• Chartered or working toward Chartered status.
• Confident communicator with strong relationship-building and business development skills.
• Strategic thinker who thrives in a professional, client-driven environment.
• Ethical, collaborative, and committed to continuous development.

What’s on Offer:

• Salary up to £120,000 (depending on experience).
• Comprehensive benefits package.
• Clear progression path within a forward-thinking firm.
• Supportive, team-focused culture where your expertise is valued.

If you're ready to take your career to the next level with a firm that combines professionalism with a personal touch, we’d love to hear from you.

To apply, send your CV to Sam at Financial Divisions.