Senior Wealth Planner

IDEX Consulting Ltd; Greater London; On-site; GBP 100,000 - 150,000; Full time

Benefits offered by this job

Generous bonus

Job summary

Premier Investment Bank in London seeks a Senior Wealth Planner to serve high‑net‑worth and UHNW clients from a city‑center office. You will collaborate with Wealth Managers and Private Bankers, delivering detailed financial plans and clear explanations to clients.

The role emphasizes in‑office presence with regular client meetings across the region and strong interactions with CEO and Regional Partners. A client‑focused, technically solid professional is preferred.

Qualifications

• Experience advising high-net-worth (HNW) and ultra HNW clients.
• Strong technical abilities in detailed financial planning.

Responsibilities

• Interact directly with clients and attend meetings.
• Collaborate with Wealth Management team and Private Bankers.
• Provide year‑round guidance and create high-quality financial plans.

Skills

HNW advisory

Financial planning

Client communication

Job description

£100,000 - £150,000 basic salary + generous bonus

An exceptional opportunity has arisen in London for a Senior Wealth Planner to join a premier Investment Bank, primarily serving high-net-worth and UHNW clients of a minimum value of £1 million investable assets.

Based in modern offices in city, the Financial Planner will collaborate closely with the Wealth Management team and Private Bankers, offering year-round guidance and services to both new and long-standing clients.

In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout the South East region with a majority taking place in the London office

Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.

This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service.

You must be experienced advising HNW and UHNW clients, be passionate about the nuances and intricacies of creating detail financial plans and happy working predominantly in the office in the city.

My client will consider financial compensation for any loss of bonus/LTIP/shares that would be incurred if you left your current position