Vice President - Senior Wealth Planner (London)

Our client is a leading financial institution committed to delivering exceptional wealth management services in a client centric environment. They foster a culture of integrity, inclusion, and high standards, encouraging professionals to grow their expertise while making a meaningful impact on clients' financial futures. This role involves managing affluent clients, providing sophisticated planning led advice, and building long term, trusted relationships. The position is essential for supporting the organisation's goal of delivering tailored wealth management solutions and contributing to its continued growth in the UK market.

Role Overview

The Vice President - Senior Wealth Planner plays a critical role within the wealth management team, overseeing the delivery of personalised financial planning and investment advice to high net worth clients. The role involves strategic relationship management, technical expertise, and collaboration with internal teams to ensure a seamless client experience. This position supports the organisation's broader objectives of providing sophisticated, planning led advice aligned with regulatory and risk management standards.

Key Skills & Experience

• Financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
• Proven experience offering personalised financial planning and investment advice
• Strong knowledge of pensions and GIA, with the ability to win new business for the bank
• Confident in using digital tools to support client engagement and decision making
• FCA approved status (or eligibility) with a focus on compliance and risk management
• Experience working collaboratively across teams and networks to grow and retain client relationships

Key Responsibilities

• Manage senior client relationships, understanding financial goals, risk appetite, and long term planning needs
• Deliver tailored financial planning, investment, and wealth management solutions aligned with client objectives
• Provide expert guidance on investments, risk management, and market developments
• Analyse client portfolios, cash flow, and external factors to identify opportunities and risks
• Communicate and justify recommendations clearly, ensuring solutions meet both client and business needs
• Maintain strong governance, risk, and regulatory discipline, ensuring accurate documentation of all client interactions
• Collaborate closely with internal teams to ensure consistent, high quality client service
• Contribute to business strategy, policy development, and continuous improvement initiatives
• Lead and develop colleagues where applicable, supporting future capability and performance
• Demonstrate ownership of risk, controls, and governance aligned with regulatory standards
• Advise and influence senior stakeholders across functional and cross functional areas
• Utilise advanced analytical thinking to develop innovative solutions for complex problems
• Build and maintain trusting relationships with internal and external stakeholders using influencing and negotiation skills

Requirements

• UK permanent employment status
• Ability to work onsite in East Anglia
• Proven experience delivering personalized wealth planning and investment advice
• Financial Planning qualification at RDR Level 4 or higher
• Strong knowledge of financial markets, regulated products, pensions, UK taxation, and asset management
• FCA approved status or eligibility for approval
• Experience working collaboratively across teams and networks
• Excellent communication skills, with the ability to build trusted relationships
• Demonstrable risk management and compliance focus