Planner

• Take responsibility for an established portfolio of clients
• Provide ongoing financial planning and wealth management advice
• Maintain strong long-term client relationships
• Manage and service an existing portfolio of approximately 200 clients
• Deliver holistic financial planning advice across investments, pensions, retirement planning and broader wealth management needs
• Conduct client reviews and provide timely, suitable recommendations
• Identify opportunities to strengthen client relationships and support business growth
• Work alongside Associates, Business Development Managers and support teams to deliver an outstanding client experience
• Maintain high levels of regulatory compliance and client documentation
• Contribute positively to the culture and success of the Global Wealth Division

Senior Wealth Planner – US Qualified

• Build and develop long-term relationships with an allocated portfolio of clients
• Deliver advice and guidance across investments, retirement planning, protection and tax-efficient planning strategies
• Conduct regular client reviews and support clients in achieving long-term financial goals
• Create personalised financial plans tailored to individual client circumstances
• Manage investment portfolios in line with client objectives and company investment strategies
• Act as a day-to-day point of contact for clients, providing exceptional ongoing service
• Attend client meetings independently and alongside senior advisers
• Maintain accurate client documentation, suitability reports and file notes
• Work closely with providers, strategic partners and internal stakeholders
• Ensure advice and client records remain compliant with regulatory requirements
• Continue developing professional knowledge through training, qualifications and CPD activities
• Manage own portfolio of clients while supporting implementation, review and ongoing management of financial strategies
• Work closely with Senior Wealth Planners and Wealth Planning Directors on complex client cases

Wealth Planner

• Deliver holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies
• Develop bespoke financial plans aligned to clients' objectives and circumstances
• Manage and review client investment portfolios
• Build strong, trusted relationships with high-net-worth clients
• Act as a key point of contact for client enquiries and ongoing advice needs
• Attend client meetings virtually and in person
• Prepare and maintain client documentation and annual planning reports
• Ensure client files, records and communications remain compliant and up to date
• Work closely with providers, strategic partners and internal stakeholders
• Support and mentor less experienced colleagues through technical guidance and knowledge sharing
• Manage and develop client relationships
• Deliver tailored financial planning solutions and ongoing advice, regular reviews and proactive support
• Assist with complex cases and help maintain high service standards