Wealth Planner
Location
gloucester, gloucester
Job Type
Full-time
Category
Other-General
Posted
June 06, 2026
We are partnering with a leading London-based UK wealth management firm, which has an exciting opportunity at its new UK office. We are seeking an experienced, self-motivated, client-focused Wealth Planner to help build and grow a regional presence while delivering high-quality financial planning advice.
The Wealth Planner will be accountable for providing advice across all key areas of financial planning, with a focus on retirement and estate planning. They will provide regulated financial advice to the firm's clients, ensuring exceptional service, work closely with Investment Managers to identify growth opportunities, manage cases via a financial planning CRM, and oversee a Wealth Planning Administrator.
Key Responsibilities
- Deliver expert, compliant financial planning advice, focusing on retirement and estate planning
- Build and maintain strong client relationships
- Collaborate with Investment Managers to...