About the role
We are recruiting a Senior Wealth Planner to join our dynamic Wealth team in Bishop’s Stortford or Cambridge. You’ll be joining a respected, progressive firm, delivering tailored, high‑quality financial planning to a broad range of clients and supporting them in achieving their long‑term goals.
Responsibilities
- Provide comprehensive, bespoke financial planning advice across areas such as retirement planning, investments, estate planning, protection and tax‑efficient strategies.
- Build and maintain strong, trusted relationships with new and existing clients, ensuring a consistently high standard of service.
- Conduct detailed fact‑finding, cashflow modelling and suitability assessments to develop robust financial plans.
- Work collaboratively with internal teams, including Paraplanners, Administrators, and wider professional advisers across the firm.
- Keep up to date with regulatory requirements, market developments and product knowledge to ensure compliant and informed advice.
- Identify opportunities for business development and contribute to the continued growth of the Wealth team.
- Mentor and support junior team members where appropriate, sharing expertise and promoting best practice.
Qualifications
- Qualified to Level 6 / Chartered status, with strong technical knowledge across all areas of financial planning.
- Proven experience in a client‑facing Wealth Planning or Financial Advisory role, ideally within a professional services or private client environment.
- Excellent communication and interpersonal skills, with the ability to explain complex information clearly and confidently.
- Strong analytical and problem‑solving abilities, with meticulous attention to detail.
- A proactive, collaborative approach and a genuine commitment to delivering exceptional client service.
- Ability to manage a varied workload, prioritise effectively and work independently when required.
Required Skills
- Strong technical knowledge across all areas of financial planning.
- Proven experience in a client‑facing Wealth Planning or Financial Advisory role.
- Excellent communication and interpersonal skills.
- Strong analytical and problem‑solving abilities.
- Proactive and collaborative approach.
- Ability to manage a varied workload.
Pay range and compensation package
At Tees, we offer a comprehensive benefits package designed to support your well‑being and career development, including:
- Professional development: Access to training programmes and a wide range of career development resources.
- Health and wellness: Wellness initiatives and mental health support to help you thrive both in and out of work.
- Financial benefits: Competitive salaries and discretionary payments.
- Supportive work environment: An inclusive, collaborative culture that values diversity and encourages everyone to contribute and grow.
- Work‑life balance: Generous annual leave, plus your birthday off to celebrate in your own way, with the option to purchase additional holiday for even greater flexibility.
Equal Opportunity statement
We are committed to fostering a diverse and inclusive workplace that reflects the communities we serve. We welcome applications from individuals of all backgrounds, inclusive of age, ethnicity, religion, disability status, race, gender, gender identity, sexual orientation, neurodiversity, socioeconomic background, caregiving responsibilities, and any other lived experience that makes you uniquely you.
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