Senior Wealth Planner for High-Net-Worth Clients

Arbuthnot Latham; Exeter; Hybrid; GBP 65,000 - 110,000; Full time

Benefits offered by this job

Discretionary Bonus

Cycle to Work Scheme

Dental insurance

Flexible benefits

Job summary

Arbuthnot Latham is seeking a Wealth Planner to join our Bristol or Exeter office. You will deliver holistic wealth planning for High-Net-Worth clients, partnering with Bankers and Investment Managers to uncover needs and deliver compliant, tailored advice.

The role involves maintaining client records, driving fee income, and upholding conduct standards. The ideal candidate has expertise in wealth planning, a Chartered Financial Planner credential, and a collaborative approach within a

Qualifications

• Proven ability to deliver holistic wealth planning for HNW clients.
• Experience with investment, fiduciary, tax and banking solutions.
• Knowledge of FCA regulation and relevant financial legislation.
• Experience across pre-advice lifecycle including research, analysis and reporting.

Responsibilities

• Deliver client consultations that generate opportunities for fee-based advice.
• Establish Wealth Planning as trusted adviser by deepening client relationships.
• Work with relationship team to identify client needs and deliver fee-based solutions.

Skills

Persuasive communicator

Relationship-focused

Collaborative

Technically adept

Highly organised

Education

Chartered Financial Planner (Level 6)

Tools

Microsoft Office

CRM systems

Cash flow forecasting software

Job description

Arbuthnot Latham is seeking a Wealth Planner to join our Bristol or Exeter office. You will deliver holistic wealth planning for High-Net-Worth clients, partnering with Bankers and Investment Managers to uncover needs and deliver compliant, tailored advice.

The role involves maintaining client records, driving fee income, and upholding conduct standards. The ideal candidate has expertise in wealth planning, a Chartered Financial Planner credential, and a collaborative approach within a