Senior Wealth Planner, Up to £120K (DOE), Brighton

Financial Divisions; Brighton; On-site; GBP 80,000 - 120,000; Full time

Job summary

An established industry player in wealth management seeks an experienced Senior Wealth Planner to join their dynamic team in Brighton. This role offers the opportunity to deliver tailored financial planning services to high-net-worth clients while maintaining strong client relationships. The firm values integrity and client-centric advice, providing a collaborative environment for professional growth. With a competitive salary and benefits package, this position is perfect for those looking to elevate their careers in a reputable firm that prioritizes ethics and client satisfaction.

Benefits

Competitive benefits package

Opportunities for career progression

Collaborative team environment

Qualifications

• Extensive experience in wealth management with HNW clients.
• Demonstrated ability to deliver tailored financial planning services.

Responsibilities

• Deliver bespoke financial planning services to HNW individuals.
• Maintain and grow relationships with existing clients.
• Develop new business through referrals and partnerships.

Skills

Wealth Management

Client Relationship Management

Business Development

Financial Planning

Tax Planning

Ethical Standards

Education

Chartered Status

Job description

Job Description

This opportunity is presented by a leading wealth management firm in Brighton.

If you’re an experienced Wealth Planner with a proven track record of working with high-net-worth (HNW) clients and are looking to take your career to the next level, we’d love to hear from you. This is an excellent chance to join a firm that values client-centric advice, integrity, and professional growth.

The Role:

As a Senior Wealth Planner, you will be responsible for delivering tailored financial planning and wealth management services to a portfolio of HNW clients. You will be expected to build long-term relationships, demonstrate deep technical expertise, and work alongside a dynamic team of advisers to provide holistic financial solutions.

Key Responsibilities:

• Deliver bespoke financial planning services to HNW individuals and families, covering investments, pensions, tax planning, and estate planning.
• Maintain and grow relationships with existing clients, ensuring a high level of client retention and satisfaction.
• Develop new business through referrals, professional network, and strategic partnerships.
• Provide clear and concise financial advice that aligns with clients’ long-term financial goals and aspirations.
• Collaborate with internal teams and support staff to deliver seamless client experiences.
• Uphold the highest ethical standards in all dealings, ensuring a client-first approach in every situation.

The Ideal Candidate:

• Extensive experience in wealth management, with a strong track record of working with HNW clients.
• Demonstrated ability to deliver tailored, client-centric financial planning and wealth management services.
• Strong business development skills, with an established professional network that can generate referrals and business opportunities.
• Ethical, client-focused, and highly professional, with a commitment to upholding the highest standards in all client interactions.
• A passion for collaboration and continuous professional growth.
• Chartered status.

What’s on Offer:

• Salary: Up to £120k, based on experience.
• Competitive benefits package.
• Opportunities for career progression and development within a growing firm.
• A collaborative and supportive team environment where your contributions will be valued.

If you are a Senior Wealth Planner looking to elevate your career within a reputable firm that prioritises clients and ethics, we want to hear from you. This role offers the chance to work with a prestigious client base while enjoying a clear path for career development.

To apply, please send your CV to Jo at Financial Divisions.