Senior Wealth Planner – Hybrid, HNW Focus

Arbuthnot Latham; Bristol; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Competitive holiday allowance

Pension via market leading provider

Flexible benefits including Cycle to Work Scheme

Discretionary Bonus

Job summary

A leading financial services firm is looking for an exceptional Wealth Planner to join their team in Bristol or Exeter. This role involves delivering high-quality financial planning for high-net-worth clients, collaborating with bankers and investment managers. The ideal candidate will have expert knowledge in wealth planning, strong communication skills, and the ability to build trusting client relationships. This position offers competitive benefits, including flexible work options and a supportive environment for personal and professional growth.

Qualifications

• Strong knowledge of holistic wealth planning for HNW private clients.
• Experience implementing solutions, including applications and record-keeping.
• Regulated sales and client relationship management experience.

Responsibilities

• Support the Relationship Manager with client consultations.
• Build sustained client engagement for repeat business.
• Deliver high-quality advice and maintain client records.

Skills

Persuasive communicator

Relationship-focused

Collaborative

Technically adept

Highly organised

Education

Minimum Level 6 Chartered Financial Planner

Tools

Microsoft Office

CRM systems

Cash flow forecasting software

Job description

A leading financial services firm is looking for an exceptional Wealth Planner to join their team in Bristol or Exeter. This role involves delivering high-quality financial planning for high-net-worth clients, collaborating with bankers and investment managers. The ideal candidate will have expert knowledge in wealth planning, strong communication skills, and the ability to build trusting client relationships. This position offers competitive benefits, including flexible work options and a supportive environment for personal and professional growth.