Wealth Planner

An established, boutique wealth management firm is seeking a Senior Wealth Planner to join its growing team. The firm operates at the top end of the market, specialising in complex, cross-border financial planning for high-net-worth and internationally mobile clients.This is a highly client-facing role within a collaborative "pod" structure, offering the opportunity to work closely with an experienced Senior Wealth Manager and gain exposure to sophisticated financial planning cases.The position would suit either:A high-level Paraplanner looking to step into a more client-facing, technically complex role, orA Junior Adviser seeking to develop within a more intellectually challenging and high-end advisory environmentThe RoleYou will play a key role in supporting the end-to-end client journey, combining technical expertise with client interaction.Key responsibilities include:Supporting onboarding through to ongoing client relationship managementAttending client meetings, taking notes, and managing follow-up actionsActing as a key point of contact for clients, delivering a proactive, high-touch servicePreparing detailed client reports, suitability reports, and recommendation documentationProducing and maintaining cashflow models and financial planning inputsAssisting with portfolio rebalancing, performance monitoring, and investment analysisPreparing FX transactions and supporting multi-currency portfoliosMonitoring client accounts and investigating performance anomaliesLiaising ..... full job details .....