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Work with HNW clients | Join a respected, client-first firm | Clear progression path
Are you an experienced Wealth Planner looking to take your career to the next level? Do you thrive on building lasting relationships with high-net-worth clients while delivering bespoke financial solutions? If so, this is your opportunity to join a leading wealth management firm based in Brighton that puts clients and ethics at the heart of everything they do.
?? The Role:As a Senior Wealth Planner, you'll be the trusted partner to HNW individuals and families, delivering holistic financial advice that covers investments, pensions, tax planning, and estate planning. You'll grow and nurture your portfolio while working alongside a dynamic team of advisers and support staff who share your commitment to excellence.
?? Key Responsibilities:
- Deliver tailored financial planning services to HNW clients.
- Build and maintain strong, long-term client relationships.
- Generate new business through referrals and your professional network.
- Provide clear, concise, and ethical financial advice aligned with client goals.
- Collaborate with internal teams to ensure seamless client experiences.
- Uphold the highest ethical and professional standards at all times.
�? About You:
- Extensive experience in wealth management, working with HNW clients.
- Proven track record of delivering client-focused financial advice.
- Strong business development skills and a well-established professional network.
- Chartered status (or working towards).
- Passionate about integrity, collaboration, and continuous growth.
? What’s on Offer:
- Salary up to £120,000 (DOE)
- Competitive benefits package.
- Opportunities for career development in a growing firm.
- Supportive, collaborative team environment.
- Work with a prestigious HNW client base and make a real impact.
Ready to take your career to new heights? Join a firm that values your expertise, supports your growth, and puts clients first.
Apply today by sending a copy of your CV and contact details to Ryan @ Financial Divisions and let’s shape your future together!
