Senior Wealth Planner: Growth, High-Net-Worth Clients

Bruin; United Kingdom; On-site; GBP 65,000 - 90,000; Full time

Job summary

Bruin is seeking an experienced Senior Wealth Planner to join its expanding wealth management business in the UK. You will deliver holistic financial planning and investment advice to affluent clients, helping them achieve long-term goals and secure tailored solutions.

Working within a well-established wealth proposition, you will access a strong pipeline of client opportunities, build trusted relationships, and participate in ongoing career development and progression within a collaborative

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent)
• Experience providing regulated investment and financial planning advice
• Strong knowledge of investments, pensions, tax planning and retirement planning
• Excellent client relationship management skills
• A client-centric approach with strong communication abilities
• Experience working with affluent or high-net-worth individuals

Responsibilities

• Deliver regulated financial planning and investment advice to affluent clients
• Build and maintain long-term client relationships
• Develop bespoke financial planning strategies across investments, pensions, protection and wider wealth planning needs
• Identify opportunities to grow client assets under management and broaden relationships
• Work collaboratively with internal stakeholders to support business growth

Skills

Client relations

Investments knowledge

Pensions knowledge

Tax planning

Communication skills

HNW experience

Education

Level 4 Diploma in Financial Planning

Job description

Bruin is seeking an experienced Senior Wealth Planner to join its expanding wealth management business in the UK. You will deliver holistic financial planning and investment advice to affluent clients, helping them achieve long-term goals and secure tailored solutions.

Working within a well-established wealth proposition, you will access a strong pipeline of client opportunities, build trusted relationships, and participate in ongoing career development and progression within a collaborative