Wealth Director

This chartered financial planning company specialises in holistic financial advice for both HNW and UHNW clients. They are proud of the quality of their bespoke advice services and the clients that they work with. They are offering a basic salary of up to £120,000 and an impressive OTE.

This national HNW and UHNW financial advice company is most definitely committed to growth and has a long-term growth plan, whilst not being PE backed. In 2026, the view is that in 10 years’ time, when there are plans to sell the business, this company will pay everyone an exit bonus equating to 25% of their personal cumulative earnings over that period, which again illustrates both a strong commitment to their business and to their people.

This is a national Independent Financial Advisory firm who are committed to providing the very best possible service and support to their clients and Financial Planners. This is a company where Wealth Planners stay, as people thrive. If you are looking for a full-time, employed financial advice role, with an exciting forward-thinking wealth management company, then this is the role for you!

You will be providing holistic, independent financial advice solutions with an unlimited earnings potential. Should you have any clients to bring with you, or follow you, these will be novated across and can stay with their current platform and fund. These clients remain yours and are effectively ring fenced for you.

This wealth management company provides full support to their Financial Advisers, ensuring they provide the best financial planning service possible to their clients. They offer one to one Paraplanning and swift and efficient back-office support, which only takes a few days to action. This means that 100% administration and paraplanning is provided for all Financial Planners, with a report only taking 5 days to be completed. All Paraplanners are Fellow or Chartered level, so there is excellent technical support and they are adept at supporting you with complex cases.

This whole of market IFA company covers all areas of financial advice including pensions, investments, estate planning, tax and trust planning, protection and mortgages and long-term care. They also work with charities, trusts and successful businesses.

Wealth Planners, does this describe you? 

• A Financial Planner who is self-motivated, efficient, thorough, professional and proactive


• Innate relationship management skills, building meaningful and long-term relationships with your wealth advice clients


• HNW and UHNW experience in wealth advice and full financial planning


• Highly client focused, with analytical thinking and highly developed interpersonal skills

Your role as a Financial Planner

• Providing holistic financial planning advice to clients on a full range of wealth management solutions


• Actively seeking and identifying new financial planning opportunities with clients to generate new business, and to thoroughly support all of their financial planning needs


• Enjoying building and maintaining business relationships with professional connections


• Ensuring a high-quality service, so that client needs are regularly reviewed, discovered and met

This is a really fantastic opportunity for an ambitious, energetic and motivated Financial Planner to join a growing wealth management company.

This is a financial planning company where you will grow, you and your wealth advice clients will thrive and you will earn significantly more than where you are currently, both in basic and in overall earnings.

If you truly wish to feel valued and supported in your financial advice profession, then this is the role and company for you.