Wealth Manager

Are you an experienced Financial Planner looking to join a highly respected and growing advisory business where client relationships, professional standards and long-term career development are genuinely valued?

Our client is an established and award-recognised professional services firm with a thriving wealth management division. Due to continued growth and increasing client demand, they are seeking an experienced Financial Planner to join their team and deliver high-quality independent financial advice to a diverse portfolio of private clients, families and business owners.

The Opportunity

Working alongside an experienced team of paraplanners and support professionals, you will provide holistic financial planning advice across:

• Retirement and pension planning
• Estate and inheritance tax planning
• Trust and intergenerational wealth planning
• Protection and risk management

This is an excellent opportunity to join a collaborative environment where advisers are supported to focus on delivering outstanding client outcomes while benefiting from strong internal referral opportunities and established client relationships.

Key Responsibilities

• Deliver tailored financial planning advice to new and existing clients.
• Build and maintain trusted long-term client relationships.
• Identify opportunities to grow assets under management and broaden client relationships.
• Ensure advice remains fully compliant with FCA regulations and internal standards.
• Work closely with paraplanning and administration teams to deliver a first-class client experience.
• Maintain professional competence through ongoing CPD and industry development.

About You

• Level 4 Diploma in Regulated Financial Planning (essential).
• Previous experience as a Financial Planner, Wealth Manager or Senior Paraplanner ready to transition into an advisory role.
• Strong understanding of FCA regulations, Consumer Duty and suitability requirements.
• Excellent communication and relationship-building skills.
• Ambition to progress toward Chartered Financial Planner status would be advantageous.
• Experience using financial planning and CRM systems such as Voyant, Xplan or similar.

What's on Offer?

• Competitive salary and bonus package.
• Hybrid working arrangements.
• Strong flow of existing and referred client opportunities.
• Full support toward Chartered status and ongoing professional development.
• Comprehensive benefits package including life assurance and healthcare options.
• Supportive and collaborative culture with genuine career progression opportunities.

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