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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.
