Wealth Planner

6 days ago

London Area, United Kingdom mbf Full time

An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.

The Opportunity

This is a newly created position within a well-established and expanding Wealth Management business. You'll be responsible for delivering high-quality, holistic financial advice to a loyal client base while also driving new business growth through networking and internal referrals.

The firm has acquired several IFA businesses in recent years, providing an impressive client book and strong pipeline of leads. You'll benefit from an established brand, in-house professional connections across tax, audit, and corporate finance, and the autonomy to build your own presence in the local market.

Key Responsibilities

  • Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice.
  • Develop new client relationships through referrals, networking, and business development activities.
  • Collaborate with internal teams to identify cross-referral opportunities.
  • Maintain up-to-date technical knowledge of financial planning, tax, and related areas.
  • Contribute to the continued growth and development of the Wealth Planning division.

About You

  • Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred.
  • At least 3 years' experience providing face-to-face advice to HNW clients.
  • Proven ability to develop new business and nurture long-term client relationships.
  • Professional, confident, and proactive, with a genuine interest in holistic wealth management.

What's on Offer

  • £75,000–£90,000 base salary (depending on experience).
  • Bonus up to 20% of base salary.
  • Hybrid / flexible working across City and South London offices.
  • Comprehensive benefits package and excellent career progression opportunities, including potential advancement to Senior Manager / Associate Director / Partner level.

This is an exceptional opportunity for an ambitious Wealth Planner seeking to align with a respected professional services firm and play a key role in their next phase of growth.

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