Wealth Planner – Retirement & Estate Planning Lead

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

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.