Job description

  • Location:
  • Department:
    Financial Planning Team
  • Division:
    IWI Financial Planning
  • Employment Type:
    Full time
  • Salary:

Wealth Planning Director / Associate Director (6639)

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Associate Wealth Planning Director

Location: Liverpool

What is the team like?

Whilst this is a Wealth/Financial Planning role, we are looking for a highly entrepreneurial candidate that has a Business Development / Sales skillset and is enthusiastic about networking and pursuing growth opportunities.

Liverpool Wealth Team.  Team of investment managers, wealth planners and financial planners and other support staff.  Working collegiately with the wider office and supported by teams of portfolio managers and paraplanners. 

What will the responsibilities be?

  • Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
  • Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly.   To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
  • Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue.
  • Engage with change as roles transition to a Wealth Planner advice model.
  • To consider the opportunities to add value to a client relationship with the services from the wider Investec Group.

What are we looking for?

  • High level of technical knowledge required in all aspects of financial planning. Good investment knowledge.
  • Fully qualified with Chartered status (or equivalent) preferred or we'd consider someone with progress to chartered status.
  • May suit a Wealth Planner with strength in the area of advice
  • Can demonstrate alignment with the client centric ethos of the firm
  • Embedded in our culture is a sense of belonging and inclusion.  To share this responsibility to support an environment in which everyone is free to express themselves

Other attributes that would be helpful, but not essential for the role

  • Needs to be able to manage time effectively.
  • Timely servicing of existing clients and meet deadlines.
  • Strong relationships required with peers and the ability to build relationships.
  • Empathetic approach to team members and a rapport within the wider FP and Investment Management business.
  • Ability to maintain own CPD and technical excellence whilst handling client duties.
  • Ability to promote Financial Planning / Wealth Planning in the most positive light.
  • Ability to engage in dialogue with investment managers and team leaders within Liverpool office.
  • Calm, methodical and with a long term commercial view.
  • Able to work well within a team environment.
  • To mentor colleagues to help with organic growth and sustainability
  • Able to quickly build trust and confidence in all business relationships


  • Level 4 advice qualification required, SPS required

Close map
The Plaza, 100 Old Hall Street, Liverpool, UK, L3 9AB

Meet the recruiter

Jacob Bennett


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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