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Posted 07 August, 2026

Chartered Wealth Planner

Synchronicity Group
London, ENG, GB Full Time

Job Description

Senior Wealth Planner, London. c£100,000 (Negotiable) plus Bonus (up to 30%) and Excellent Benefits

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We are working with a highly respected wealth management firm to recruit a Senior Wealth Planner into their London office. This is a low-pressure, well-established environment where people tend to stay long term. There are no new business targets and no expectation to build or own a book of direct client relationships. Clients are won and managed by the Investment Managers, and the Wealth Planner's role is to provide expert technical wealth planning advice to support those relationships.

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The role:

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  • Provide technical wealth planning advice to support an Investment Manager and their clients.
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  • Deliver holistic financial planning advice with a focus on retirement and estate planning.
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  • Accompany the Investment Manager to client meetings, networking events and BD meetings in a supporting capacity, without being targeted on new business.
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  • Work independently and collaboratively as part of a wider Wealth Planning team.
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  • Build strong internal relationships with Investment Managers across the business.
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About you:

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  • Chartered status ideal, or CII qualifications with a clear path towards Chartered; other qualifications will be considered.
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  • Strong technical financial planning background with proven experience advising HNW clients.
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  • Comfortable operating in a support-focused role without direct client ownership or new business targets.
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  • Experience working directly alongside Investment Managers is beneficial but not essential, provided you're comfortable with the setup.
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  • Self-motivated, able to work independently without close supervision.
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  • Strong interpersonal skills and the ability to build trusted internal relationships within a close-knit, well-regarded team.
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Based in London, with an expectation of being onsite 3 days a week.

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For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.