Job title: Wealth Manager / Financial Planner
Location: Multiple UK regions (including Birmingham, Essex, Southwest London, Manchester, Liverpool, Edinburgh)
Job type: Full time / Permanent
Start date: Q1 & Q2 2026 (preferably ASAP)
Salary: TBD (negotiable dependent upon experience)
We are building the nation’s premier wealth management team by uniting top‑tier talent with world‑class partners to deliver the best client experience. Through our unique WDC programme, we provide a ‘one‑stop’ strategic partnership with leading accountancy firms, helping them unlock new revenue streams and build long‑term capital value within their practices.
Qualifications
- 1 to 4 years of experience in financial services, ideally Wealth Management
- Chartered Wealth Management or Financial Planner qualifications (diploma in financial advice e.g., CII RoS or CISI Capital Markets Programme)
- Ongoing competency in Securities/Derivatives (12+ hours) and Retail Clients (4+ hours) through structured CPD
- Hold a Statement of Professional Standing (SPS) currently or held it in the past year
- Knowledge of Anti‑Money‑Laundering, KYC and Due Diligence requirements
- Emotional intelligence: high EQ to navigate sensitive client life events (e.g., retirement or estate planning) with empathy and a solution‑oriented mindset
- Previous experience providing wealth management or financial planning advice to high‑net‑worth individuals
- Technically proficient across investments, pensions, retirement, protection, estate planning, tax‑efficient structures, and cash‑flow modelling
- Able to lead client meetings, formulate compliant advice, and prepare suitability reports
- Experience of working with professional introducers, particularly accountants
- Commercial and pro‑active from a sales and marketing perspective, and able to convert prospects into profitable clients
- Proficiency in the Microsoft Suite (Word, Excel, PowerPoint)
- Educated to a degree level
- Hard working
- Ability to work independently and as part of a team
- Detail orientated with a high degree of integrity
- Excellent time management skills
- Strong communication skills
- Capability to prioritise tasks in order to meet deadlines
- Analytical thinking
- Dynamic presentation skills
- Client centricity
Responsibilities
- Sales activity planning, including reviewing existing client files to identify sales opportunities.
- Build and maintain strong client relationships.
- Responsible for client visits, potentially including presentations to groups of clients (accompanied by a certificated investment manager, where appropriate).
- Responsible for growing assets from existing clients and new clients.
- Pro‑actively analyse the client’s business/circumstances to determine the suitability of the company’s solutions for the client’s requirements.
- Improve the client’s overall experience with the company, by delivering reliable administrative support and customer service.
- Resolve client queries.
- Produce file notes after all client meetings, summarising any additional actions required, including follow‑up calls.
- Contribute to the development of new products and services, based on client feedback.
- Manage and present new business pitches.
- Ensure compliance with legal requirements, industry regulations, organisational policies and professional codes.
- Perform other activities as the business may reasonably require.
Eligibility: Candidates must be based in the UK and eligible to work in the UK.
We are committed to an inclusive hiring process and welcome applicants from all backgrounds.
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