Wealth planner

Our client is a leading British bank.

Please make sure you read the following details carefully before making any applications.

Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them.

This role is part of our Wealth Management Business, a growing area for the bank. We're expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client's needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.

You'll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client's journey. You'll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer. You'll also work across teams to provide a seamless and consistent experience.

As a Wealth Planner, you'll be part of a forward-thinking environment. You'll use digital tools and platforms to enhance client engagement and stay connected to market trends. You'll be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role—it's a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space.

To be successful as a Wealth Planner, you should bring:

• A recognised financial planning qualification at RDR Level 4 or above—this is essential. You'll use your knowledge to offer personalised planning and investment advice that reflects each client's goals, values, and comfort with risk.
• A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client.
• Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection.
• A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance.

Some other highly valued skills may include:

• Experience engaging with both internal teams and external networks to welcome new clients and grow relationships.
• Broad exposure to the Financial Services industry, especially in retail regulated products and asset management.
• Familiarity with pensions, investment advice, and UK taxation.
• Experience managing risk within a client portfolio.
• Adaptability and curiosity in a fast-evolving environment.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Southampton, Bournemouth or Guildford

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Purpose of the role

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships. Protect our client reputation through sound risk decisions by managing client group within their risk profile and appropriate regulatory framework.

Accountabilities

• Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs.
• Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long term commercial reward.
• Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing our client to undue risk.
• Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal our Policies and Policy Standards Service/group relationships - referrals to group colleagues.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate our Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. xwwtmva They will also be expected to demonstrate our Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

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