Wealth planner - Wealth Management
On-site · Guildford, England, United Kingdom or Southampton, England, United Kingdom
Job Summary
Wealth Planner to build long-term client relationships and provide bespoke planning and investment advice. Collaborate with Wealth Acquisition and other teams to deliver tailored solutions, manage risk and regulatory compliance, and support clients' long-term financial goals using digital tools and market knowledge. The role emphasizes delivering planning strategies, high standards of integrity and service, and contributing to a client-centric wealth management strategy in the UK.
Required Qualifications
- A recognised financial planning qualification at RDR Level 4 or above
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