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A respected and growing wealth management firm in Brighton is seeking an experienced Senior Wealth Planner to join their high-performing team. This is a superb opportunity for a professional who thrives on building long-term relationships with high-net-worth (HNW) clients and delivering bespoke financial solutions.
About the Role:You’ll take the lead in managing and growing a portfolio of HNW clients, offering holistic financial planning across investments, pensions, tax, and estate planning. Working alongside a collaborative team of advisers and support staff, you’ll play a key role in delivering exceptional client outcomes while contributing to the growth of the business.
Key Responsibilities:
- Provide tailored financial planning and wealth management advice to HNW individuals and families.
- Foster strong, long-term relationships with existing clients and ensure a high level of service and retention.
- Drive new business through referrals, professional connections, and strategic introductions.
- Translate complex financial matters into clear, goal-oriented advice.
- Collaborate with internal teams to deliver a seamless and client-first experience.
- Uphold the highest ethical standards and always act in the best interest of clients.
About You:
- Proven success in a senior financial planning or wealth management role, focused on HNW clients.
- Chartered or working toward Chartered status.
- Confident communicator with strong relationship-building and business development skills.
- Strategic thinker who thrives in a professional, client-driven environment.
- Ethical, collaborative, and committed to continuous development.
What’s on Offer:
- Salary up to £120,000 (depending on experience).
- Comprehensive benefits package.
- Clear progression path within a forward-thinking firm.
- Supportive, team-focused culture where your expertise is valued.
If you're ready to take your career to the next level with a firm that combines professionalism with a personal touch, we’d love to hear from you.
To apply, send your CV to Sam at Financial Divisions.
