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Egham
Financial planner
Senior Wealth Planner

Senior Wealth Planner

NJR Recruitment

Posted 13 hours ago, valid for 8 days

Egham, Surrey TW20 9SU

Full Time

Life Insurance

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Sonic Summary

The Senior Wealth Planner position is located in Egham and offers a salary between £80,000 and £100,000 plus bonuses.
The role requires candidates to be Level 6 qualified, specifically holding Chartered Financial Planner status, and to have at least 5 years of experience in delivering holistic financial advice.
Candidates will inherit approximately 70 established client relationships, ranging from medium to ultra-high net worth individuals.
The firm provides dedicated paraplanning and administrative support, as well as access to advanced technology and various employee benefits including private healthcare and 26 days of annual leave.
This opportunity is ideal for a motivated adviser looking to build on an existing client base while working with a firm that has ambitious growth plans.

Senior Wealth Planner

Location: Egham

Role Type: Employed, Full-Time

Salary: £80,000 - £100,000 + Bonus

Are you a Chartered Financial Adviser seeking a high-quality client bank and a stable, long-term opportunity with outstanding earning potential?

NJR Recruitment is currently supporting a highly respected wealth management firm in their search for an experienced Chartered Adviser to take over the client base of a retiring adviser. This is a rare opportunity to step into a ready-made book of loyal, long-standing clients.

What’s on Offer:

Inheritance of ~70 established client relationships ranging from medium to ultra-high net worth
Dedicated paraplanning and administrative support
Clear and transparent bonus structure for retention and new business
Access to cutting-edge technology including client engagement tools
Private healthcare, life assurance, 26 days annual leave (including birthday off), and enhanced parental benefits
Two paid volunteering days annually to support causes close to your heart

Duties will include:

Speaking to clients in person, through video calls and telephone
Conduct thorough fact finds
Present financial options to clients
Work with the paraplanning and compliance teams
Conduct annual reviews

Who We’re Looking For:

Level 6 qualified (Chartered Financial Planner status essential)
At least 5 years’ experience delivering holistic financial advice
Proven ability to manage and grow client relationships across all wealth levels
Empathetic and client-focused, with strong interpersonal and technical skills
Experienced with estate planning, pensions, tax-efficient strategies, and cash flow modelling

This role is ideal for a driven adviser looking to build on a trusted legacy while contributing to a forward-thinking firm with ambitious growth plans.

To express your interest or find out more confidentially, contact NJR Recruitment quoting NJR15782

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