Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

At Arbuthnot Latham, we help our clients protect, grow and shape their wealth—for business, for family, for life. As we continue to strengthen our Wealth Planning capability, we are seeking an exceptional Wealth Planner to join our Bristol or Exeter office.

Whether you are an experienced Wealth Planner, a Senior Wealth Planner, or operating at Director level, we are looking for someone who brings deep technical expertise, a commitment to outstanding client outcomes, and a collaborative approach to working as part of a high‑performing relationship team.

This is an opportunity to play a central role in delivering holistic, high‑quality financial planning to High‑Net‑Worth clients, partnering closely with Bankers and Investment Managers to uncover needs, build trusted relationships and deliver tailored, compliant and commercially sound advice. You’ll contribute to the ongoing development of our Wealth Planning proposition, helping to elevate the client experience and shape the future of our advisory capability.

If you’re motivated by meaningful client impact, continuous professional development, and being part of a firm that values integrity, expertise and long‑term relationships, we’d love to hear from you.

Key Responsibilities

• Support the Relationship Manager by delivering client consultations that generate opportunities for fee‑based advice.
• Establish Arbuthnot Latham Wealth Planning as the trusted adviser by deepening and expanding client relationships.
• Work as part of the relationship team to identify client needs, secure commitment to fee‑based advice, and deliver solutions, driving Wealth Planning fee income and FUMA in partnership with Banking and Investment Management.
• Deliver high‑quality advice in a timely and professional manner.
• Build sustained client engagement to encourage repeat business and regular consultations.
• Accurately document all client interactions and maintain up‑to‑date records across client, pipeline, activity, and advice cycle systems.
• Operate to the highest conduct standards, complying with governance, advice, documentation, suitability, and conduct policies.
• Maintain professional competence within the Certification Regime, meeting T&C standards and holding an uninterrupted Statement of Professional Standing

Risk

Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

Person Specification

Knowledge & Experience

• Strong knowledge of holistic wealth planning for HNW private clients.
• Expert understanding of investment, fiduciary, tax, and banking solutions.
• Working knowledge of FCA regulation and relevant financial legislation.
• Detailed understanding of the investment and wealth planning advice process.
• Broad knowledge of private wealth management and financial markets.
• Experience across the pre‑advice lifecycle, including research, analysis, and report preparation.
• Experience implementing solutions, including applications, billing, post‑sale administration, and record‑keeping.
• Regulated sales and client relationship management experience.
• Experience working with professional introducers.
• Proficient in Microsoft Office and CRM systems.
• Expert user in cash flow forecasting software.

Skills

• Persuasive communicator: Confident presenting technical content with strong written, verbal, and report‑writing skills.
• Relationship‑focused: Excellent interpersonal skills with tact and diplomacy.
• Collaborative: Effective team player who contributes positively to group success.
• Technically adept: Able to interpret and communicate complex information clearly to drive client and business outcomes.
• Highly organised: Strong prioritisation and multitasking skills, delivering to tight deadlines.

Qualifications

• Minimum Level 6 Chartered Financial Planner
• Leading Others & Client focus
• Performance focus
• Business & Commercial Focus
• Team Working & Influencing Others
• Planning and Reviewing
• Judgment and Problem Solving
• Communication & Confidence

About Us

Life, Work and Benefits

At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human‑scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.

As a service led, relationship driven bank, in‑person collaboration and wellbeing are important to us and drives our inclusive culture.With this in mind, our Agile Working Policy offers one day a week working from home.

• Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
• Pension via market leading provider
• 4x Life Assurance
• Discretionary Bonus
• Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers

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