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

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

Job summary

Join a leading wealth management firm as a Senior Wealth Planner, where you’ll provide tailored financial services to high-net-worth clients. This role focuses on building long-term relationships, maintaining ethical standards, and offering opportunities for professional growth within a collaborative team. A salary of up to £120k is offered based on experience, alongside a competitive benefits package.

Benefits

Competitive benefits package

Opportunities for career progression

Supportive team environment

Qualifications

• Extensive experience in wealth management with HNW clients.
• Ability to provide tailored financial planning services.
• Strong track record in business development.

Responsibilities

• Deliver bespoke financial planning services covering investments, pensions, tax, and estate planning.
• Maintain and grow relationships with existing clients.
• Provide clear and concise financial advice aligned with clients' goals.

Skills

Business Development

Client-Centric Financial Planning

Relationship Management

Estate Planning

Education

Chartered Status

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.