Summary

As a senior wealth planner, you will advise new and existing clients on financial planning and investments, tailoring solutions to their goals and needs. You will manage client relationships and portfolio risks while working with the Wealth Acquisition team; the role is based in Southampton.

Responsibilities

• Develop long-term relationships with wealth management clients
• Acquire new clients and identify planning needs
• Provide tailored financial planning and investment advice
• Assess portfolio risks and maintain regulatory compliance
• Coordinate client transitions with wealth acquisition teams
• Respond to client queries and identify opportunities