Wealth Planner | London

Our client is a fast-growing, UK-based wealth management firm combining high-quality financial advice with a modern, technology-led platform. Positioned as a challenger to traditional private banks and legacy advisers, the business focuses on delivering transparent, client-centric wealth planning solutions to affluent individuals and families. Following continued growth in assets and client demand, the firm is seeking an experienced Wealth Planner to join the team.

Role Overview

As a Financial Planner, you will take ownership of advising a portfolio of high-value UK-domiciled clients, delivering holistic financial planning across investments, pensions, tax and estate planning. You will work directly with clients, without intermediary relationship layers, and play a key role in developing long-term client relationships.

This role is well suited to a technically strong, commercially minded adviser who enjoys working closely with sophisticated clients and contributing to the growth of a modern platform.

What You’ll Do

• Provide holistic financial planning advice, including cashflow modelling, retirement planning, inheritance and estate planning
• Advise on investment portfolios held within ISAs, SIPPs and general investment accounts
• Build long-term relationships with a concentrated group of high-value clients
• Work collaboratively with investment and platform teams to deliver a seamless client experience
• Contribute to the ongoing development of the firm’s wealth planning proposition

Key Requirements

• Proven experience as a Wealth Planner or Financial Adviser within a wealth management or advisory firm
• Strong technical knowledge across pensions, investments and UK tax planning
• Experience advising affluent or high-net-worth UK clients
• Ability to manage client relationships independently and deliver advice without reliance on a relationship manager
• Relevant professional qualifications (e.g. Level 4 Diploma or higher)