Senior Wealth Planner - Private Banking (UHNW)

Financial Planning Firm; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Pension benefits

Healthcare package

Wellbeing programs

Job summary

Private Banking Group, based in Mayfair, seeks a Senior Financial Planner to join its Wealth Planning team. You will deliver holistic planning for HNW/UHNW clients, working with Private Bankers and Investment Advisors to implement bespoke strategies across pensions, investments, estate planning and intergenerational wealth transfer.

The role emphasizes client-centric advisory excellence, regulatory compliance, and mentoring junior advisers in a prestigious private banking environment.

Qualifications

• Level 4 Diploma in Financial Planning or equivalent.
• Significant experience advising HNW and UHNW clients.
• Strong technical knowledge across pensions, investments, tax-efficient planning and estate planning.
• Experience working within Wealth Management, Private Banking or a sophisticated financial planning environment.
• Exceptional client relationship and stakeholder management skills.
• Strong understanding of FCA regulations and suitability standards.
• Ability to manage complex planning requirements with professionalism and discretion.

Responsibilities

• Provide holistic financial planning advice to HNW and UHNW clients.
• Develop and implement bespoke wealth planning strategies covering pensions, investments, inheritance tax mitigation, estate planning and retirement planning.
• Conduct detailed client reviews and create comprehensive financial plans.
• Collaborate closely with Private Bankers and Investment Advisors.
• Support clients through significant life events, liquidity events and intergenerational wealth transfer.
• Build trusted adviser relationships with clients and their professional advisers, including solicitors, accountants and trustees.
• Maintain the highest standards of regulatory and compliance oversight.
• Ensure all advice is delivered in accordance with FCA regulations and Consumer Duty requirements.
• Mentor and support junior advisers where appropriate.

Skills

Client relationship management

Wealth planning

Regulatory compliance

Stakeholder management

Wealth management experience

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner status

Job description

Private Banking Group, based in Mayfair, seeks a Senior Financial Planner to join its Wealth Planning team. You will deliver holistic planning for HNW/UHNW clients, working with Private Bankers and Investment Advisors to implement bespoke strategies across pensions, investments, estate planning and intergenerational wealth transfer.

The role emphasizes client-centric advisory excellence, regulatory compliance, and mentoring junior advisers in a prestigious private banking environment.