Wealth Planner

Berkeley Croft; Cheltenham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Cheltenham is seeking an experienced Wealth Planner to provide high-quality financial planning advice. You will focus on retirement and estate planning, collaborate with Investment Managers, and manage client relationships effectively. The ideal candidate holds a degree, has strong financial planning experience, and is confident in client interactions. Join a growing team where you can make a meaningful impact and advance your career in Wealth Planning.

Qualifications

• Degree educated (2:1 or above preferred).
• Minimum 2 years’ Financial Planning experience.
• Experience advising High Net Worth clients.

Responsibilities

• Deliver expert, compliant financial planning advice.
• Build and maintain strong client relationships.
• Collaborate with Investment Managers to support business growth.

Skills

Client-focused

Proficient in Microsoft Office

Financial Planning experience

Excellent communication skills

Technical knowledge

Education

Degree (2:1 or above preferred)

CII Level 6 qualified or close

Tools

Financial planning CRM systems

Microsoft Excel

Job description

We are partnering with a leading London-based UK wealth management firm, which has an exciting opportunity at its new UK office. We are seeking an experienced, self-motivated, client-focused Wealth Planner to help build and grow a regional presence while delivering high-quality financial planning advice.

The Wealth Planner will be accountable for providing advice across all key areas of financial planning, with a focus on retirement and estate planning. They will provide regulated financial advice to the firm's clients, ensuring exceptional service, work closely with Investment Managers to identify growth opportunities, manage cases via a financial planning CRM, and oversee a Wealth Planning Administrator.

Key Responsibilities

• Deliver expert, compliant financial planning advice, focusing on retirement and estate planning
• Build and maintain strong client relationships
• Collaborate with Investment Managers to support business growth
• Manage workflow and case progression in CRM systems
• Stay up to date with technical and regulatory changes
• Enhance client propositions and internal processes

About You

• Degree educated (2:1 or above preferred)
• Ideally CII Level 6 qualified; candidates a few exams short will also be considered
• Minimum 2 years’ Financial Planning experience
• Chartered Financial Planner with advanced pensions qualifications (e.g., AF3)
• Experience advising High Net Worth clients
• SPS holder or eligible Strong technical knowledge with a commercial mindset
• Confident communicator with excellent presentation skills
• Proficient in Microsoft Office (Excel) and financial planning CRM systems
• Client-focused, proactive, and professional with a positive attitude

This is an excellent opportunity to join a growing team, make a meaningful contribution, and further your career in Wealth Planning.