Senior Wealth Planner

NJR Recruitment; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm is seeking a Senior Wealth Planner to inherit a robust client base and provide holistic financial advice. The ideal candidate will have Chartered Financial Planner status and 5+ years of experience, offering outstanding earning potential and a supportive work environment. Benefits include private healthcare, flexible leave, and a clear bonus structure, making this a desirable long-term opportunity.

Benefits

Private Healthcare

Life Assurance

26 Days Annual Leave

Paid Volunteering Days

Qualifications

• Chartered Financial Planner status essential.
• At least 5 years' experience in financial advising.
• Proven ability to manage and grow client relationships.

Responsibilities

• Conduct comprehensive fact finds and present financial options.
• Manage a book of existing clients and conduct annual reviews.
• Collaborate with paraplanning and compliance teams.

Skills

Client Management

Holistic Financial Advice

Interpersonal Skills

Technical Skills

Education

Level 6 Qualification (Chartered Financial Planner)

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