Job Description

Wealth Planner

Application Deadline: 6 July 2026

Department: Wealth Planning

Employment Type: Full Time

Location: Jersey

Key Responsibilities

• Build, maintain and continue to grow strong client relationships with professional conduct and integrity
• Provide prospective and existing clients with holistic wealth advice, advising on pensions, investments and Wealth Planning with a focus on good client outcomes, within an ethical and professional culture adopting a commercial approach to control the cost base
• Maintain a pro-active approach with clients for ongoing servicing of their financial needs, ensuring client service agreements are in place to specify and disclose levels of service and costs
• Ensure all work is in accordance with current advice standards, compliance and regulatory requirements
• To carry out administrative duties relating to the role
• Provide prospective and existing clients with wealth planning advice recommending suitable products/services to meet their needs/expectations to deliver good outcomes, adapting your approach for individual client circumstances, including vulnerable clients.

• To engender strong relationships with clients and ensure clients are kept aware of Canaccord’s investment views, ideas, and wealth management services by liaising with clients directly or indirectly via the client relationship managers
• Take an active role in local business development and to manage and service clients in accordance with their advice needs and mandates
• Actively contribute to the development of new business opportunities for the business and the wider Group companies
• To complete suitability reviews with clients to a high standard and in a timely manner, ensuring that client needs continue to be met, and additional client needs identified
• Build and develop local professional connections to support business growth
• Forge close working relationships with the Client Administration and Client Services teams for them to ensure processing of all client business in an accurate and timely manner
• Effective networking with professional introducers and providers to promote the products/services of the business
• Network and build new relationships with industry professionals and potential clients. Out of office hours client entertainment may be required from time to time
• Attend seminars and conferences, presenting technical subject matters confidently
• Build, maintain and continue to grow strong client relationships with professional conduct and integrity
• Active involvement in company-wide projects to improve efficiencies and new service delivery, together with a willingness and desire to work with other colleagues on Group related projects as and when required
• Develop close working relationships with colleagues in CWL on joint initiatives to support business growth
• Conduct individual client consultations and ongoing service reviews, ensuring all documentation of meetings are recorded and any actions taken within prescribed timescales, ensuring good client outcomes
• Maintain an effective and smooth service of the client/customer relationship
• Maintain awareness of and actively react and respond to industry best practice, issues and market trends
• Work with colleagues to ensure synergy and consistency in cultural and operational practices across our offices and WP teams, to ensure that all clients receive the best possible Wealth Management service from Canaccord Wealth
• Maintain a network with external stakeholders to keep abreast of high-level industry changes.

Skills, Knowledge and Expertise

• At least Level 4 qualified with a relevant Financial Planning professional qualification
• Suitable experience working in a Wealth Planning role
• Knowledge of Financial Planning products and a full understanding of the end-to-end Financial Planning process
• Achievement and annual renewal of CPD
• Must be assessed as competent to provide wealth planning advice and service under the T&C policies.

• Solid IT Skills including Microsoft Office Package and CRM database system
• Good knowledge of Planning procedures and processes
• Ability to become proficient in systems including; XPlan, Voyant, Avaloq, Pharos, and cashflow planning software.

• A good understanding of all relevant policies that relate to your role and responsibilities
• A good understanding of financial regulations in Jersey and to keep abreast of regulatory changes and market practice to ensure that all dealings on behalf of clients are following all relevant rules and regulations
• Ensure that investments recommended/made are suitable for the client in question
• Escalate areas of concern or issue in a timely manner.

• Confident communicator at all levels, with the ability to adapt approach depending on audience, and manage difficult discussions
• Strong presentation skills, demonstrates positive personal impact qualities such as leadership, influencing, credibility and empathy
• Good written communication skills, able to construct logical, clear, and concise documentation appropriate to given audience
• Ability to sustain and nurture long-term business and professional relationships both internally and externally
• Fosters a team ethic, able to build empathy with colleagues and clients and considers the wider team
• Sets a positive example for others to follow, both internally and externally
• Focus on commerciality, makes effective decisions considering the commercial/risk impact upon the business
• Resilient and able to work under pressure and to deadlines
• Self-motivated, enthusiastic, flexible, and proactive approach
• Acts with professionalism and with discretion
• Organised with the ability to plan and prioritise workloads for self and to assist others, with a strong focus on following business processes
• Good analytical and problem-solving skills, capable of anticipating, resolving and owning problems through to resolution.

Benefits

• Competitive benefits package including contributory pension scheme
• Medical care for yourself, partner, and dependant children
• Learning and development opportunities
• Modern office