Senior Wealth Planner for HNW Private Clients in Surrey

Financial Divisions; Leatherhead; On-site; GBP 100,000 - 110,000; Full time

Benefits offered by this job

Death in Service

Critical Illness Cover

Income Protection

Job summary

A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The ideal candidate will have over 5 years of experience in private-client wealth management and a proven track record of advising high-net-worth clients. Responsibilities include managing investment portfolios, providing strategic advice on pensions and taxes, and closely collaborating with a team of support professionals. Offers a competitive salary between £100k and £110k, alongside bonuses and comprehensive benefits.

Qualifications

• Minimum 5+ years experience in private-client wealth management with high-net-worth clients.
• Demonstrable track record of advising HNW clients.
• Experience working with senior advisory or practice-manager teams is desirable.

Responsibilities

• Allocate a client book with £500k‑£1m invested on average.
• Work closely with administrators and paraplanners to manage client portfolios.
• Provide advice on pensions, investments, and retirement planning.

Skills

Experience in private‑client wealth management

Client relationship skills

Strong technical knowledge

Job description

A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The ideal candidate will have over 5 years of experience in private-client wealth management and a proven track record of advising high-net-worth clients. Responsibilities include managing investment portfolios, providing strategic advice on pensions and taxes, and closely collaborating with a team of support professionals. Offers a competitive salary between £100k and £110k, alongside bonuses and comprehensive benefits.