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Are you a high-performing financial advisor with a passion for delivering outstanding wealth planning solutions to high-net-worth clients? A prestigious and forward-thinking wealth management firm based in Brighton is looking for a Senior Wealth Planner to join their elite team. This is a rare and exciting opportunity for an experienced financial advisor to elevate their career, work with a sophisticated client base, and contribute meaningfully to a firm that values integrity, excellence, and personal growth.
Why This Opportunity Stands Out:
- Earn up to £120K (DOE) plus an attractive benefits package
- Work with a loyal, HNW client portfolio
- Be part of a collaborative, ethical, and highly respected firm
- Enjoy a clear path to further leadership or specialist roles
Your Role:
As a Senior Wealth Planner, you will act as a trusted financial advisor, offering bespoke, holistic planning services to HNW individuals and families. You'll have the autonomy to build strong, long-term relationships while being fully supported by a team of like-minded professionals dedicated to first-class service delivery.
Key Responsibilities:
- Deliver highly personalised financial planning across investments, pensions, estate, and tax planning
- Serve as a proactive, knowledgeable financial advisor who builds deep trust and rapport with clients
- Drive growth through client referrals, professional networks, and strategic business development
- Work collaboratively with internal teams to ensure a seamless, white-glove client experience
- Consistently uphold ethical standards and maintain a client-first approach in all aspects of your work
What We're Looking For:
- Proven success as a financial advisor, ideally with Chartered status
- Extensive experience working with high-net-worth clients in a wealth management setting
- Exceptional interpersonal and communication skills, with a flair for building meaningful relationships
- Strong business development capabilities and a robust professional network
- A commitment to continuous professional growth and staying ahead in the financial planning landscape
What You’ll Gain:
- A salary of up to £120,000 depending on your experience and qualifications
- A comprehensive benefits package tailored to professionals at your level
- Career progression opportunities in a dynamic and growing firm
- A supportive team culture where your voice is heard and your achievements are celebrated
If you are a results-driven financial advisor ready to take your career to the next level, this role offers the platform, prestige, and potential to make a real impact.
Apply now by sending your CV to Laura at Financial Divisions your next career-defining move could be just an email away.
