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MW recruitment
London
Wealth Planner AVP/VP Location: London, UK About Us We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main focus. We are currently seeking a highly skilled and dedicated Wealth Planner to join our t
Job Source: MW recruitmentBlakemore Recruitment
London
Location - City of London Salary - £65,000 A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office. Team Overview: The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This inc
Job Source: Blakemore Recruitmentmbf.
London
Job Title: Senior Financial Planner Location: London Salary: Up to £90,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client ban
Job Source: mbf.mbf
London Area, United Kingdom
Job Title: Senior Financial Planner Location: London Salary: Up to £90,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client ba
Job Source: mbfmbf.
London
A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split betw
Job Source: mbf.Nigel James Associates Ltd
greater london, england, United Kingdom
Role Nigel James Associates have been appointed by one of the fastest growing International Wealth Mangers/Financial Planning companies to recruit for a Regional Manager to lead their offices across the South of England, covering London, Essex and Kent. The role will be overseeing a team of existing Financial Planners leading organic growth of the
Job Source: Nigel James Associates LtdAvenue Recruitment
London
We are looking for a Financial Planning Administrators to join a wealth firm based in the central London. Ideal candidate will have 2 years experience in financial planning or wealth, supporting advisers in day to day work. Hybrid position paying up to £35,000.00, full study support via CII provided Duties include: Client meeting preparation includ
Job Source: Avenue RecruitmentJCW Group
London Area, United Kingdom
Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailo
Job Source: JCW Groupgreater london, england, United Kingdom
About the Company:
A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own.
The Role:
As a Wealth Planner, you will represent the company and serve as the primary point of contact for their sophisticated Ultra High Net Worth (UHNW) clients, who are industry leaders in Private Equity, Corporate Finance, and Law sectors.
Build strong relationships with clients to understand their financial and life goals, meeting them in person when necessary.
Develop and oversee the execution of clients' Financial Life Strategy.
Maintain ongoing relationships with clients, responding to queries, conducting meetings, and offering financial advice.
Collaborate with the Investment and Financial Life Solutions team to provide specialized investment advice.
Become an expert in their technology and leverage it to drive optimal performance outcomes for clients.
Shape the future of your role as the company grows, with opportunities for career progression.
Requirements:
Hold a Chartered certificate and be regulated by the FCA to give financial advice (e.g., CFA, CISI).
Significant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW clients, ideally with 5+ years in the industry and at least 1 year as an adviser.
Thorough understanding of common tax wrappers h
eld by UK-based HNW and UHNW clients, such as ISAs and pensions.
Demonstrable experience in sophisticated cash-flow planning and financial modeling.
The Person:
Warm and engaging with the ability to build strong relationships.
Solutions-led with the ability to proactively seek answers.
Methodical and detail-oriented with confidence in handling demanding clients.
Effective collaborator with a people-centered approach.
Inquisitive, independent thinker eager to share ideas.
Comfortable in a flat hierarchy and team-oriented environment.
Benefits:
Outcome-led, flexible, and happy work environment with a hybrid working policy.
25 days of annual leave per year.
Regular team socials for work-life balance.
Support for mental and physical health, including online fitness classes and access to a gym group in London.
Family-friendly policies.
Wealth Planner jobs in greater london, england, United Kingdom
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