Wealth Planning opportunity
Canaccord Genuity Wealth Management UK
Isle of Man
Posted on Apr 2, 2026
We are seeking an experienced and client‑focused Wealth Planning professional to join our growing Isle of Man team. In this role, you will deliver holistic, high‑quality wealth planning advice to a diverse portfolio of clients, helping them achieve their financial ambitions through thoughtful, personalised solutions.
You will build and nurture strong client relationships, contribute positively to business development activities, and collaborate closely with colleagues across Canaccord Wealth to ensure an exceptional and seamless client experience.
For senior candidates, this opportunity also includes the chance to act as a subject matter expert—supporting the Head of Wealth Planning, IOM in shaping and enhancing our financial planning proposition, driving strategic growth initiatives, and supporting the refinement of processes, procedures, and overall service excellence.
This is an exciting opportunity to join a dynamic, forward‑thinking team where your expertise, initiative, and commitment to delivering outstanding client outcomes will be truly valued.
- Application Deadline
- April 16, 2026
- Department
- Wealth Planning
- Employment Type
- Full Time
- Location
- Isle of Man
- Workplace type
- Onsite
Key Responsibilities
Wealth Planner
- 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
- 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
- Network and build new relationships with industry professionals and potential clients. Out of office hours client entertainment may be required from time to time
- Foster successful integration and cooperation within the entire office by promoting a culture of collaboration, communication, and mutual respect
Wealth Planning Director
Along with the above responsibilities;
- Demonstrate strong self‑motivation in cultivating and nurturing a portfolio of long-term wealth‑planning clients, while actively deepening engagement with clients and expanding share‑of‑wallet opportunities across the business
- Forge close working relationships with Client Administration and Client Services teams for them to ensure processing of all client business in an accurate and timely manner
- Support the senior leadership team in continually developing the firm’s market proposition
Skills, Knowledge and Expertise
- At least Level 4 qualified with a relevant Financial Planning professional qualification
- Knowledge of Financial Planning products and a full understanding of the end-to-end Financial Planning process
- Achievement and annual renewal of CPD and SPS
- Must be assessed as competent to provide wealth planning advice and service under T&C policies
- Solid IT Skills including Microsoft Office Package and CRM database system
- A good understanding of financial regulations in Isle of Man 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
- 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
- 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
Wealth Planner
- Suitable experience working in a Wealth Planning role
- 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
- 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
- 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.
Wealth Planning Director
- At least 5 years’ experience working in a Wealth Planning role
- Strong knowledge of Planning procedures and processes including good working knowledge of XPlan and Voyant
- Experience of Cashflow Planning software (preferable)
- A strong understanding of all relevant policies that relate to your role and responsibilities
- Outstanding presentation skills, demonstrates positive personal impact qualities such as leadership, influencing, credibility and empathy
- Well-developed written communication skills, able to construct logical, clear, and concise documentation appropriate to given audience
- Highly organised with the ability to plan and prioritise workloads for self and to assist others, with a strong focus on following business processes
- Strong 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
About Canaccord Wealth (International) Limited
Canaccord Wealth is one of the top 10 wealth managers in the UK, with offices nationwide, as well as international investment teams and operations in the Crown Dependencies.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
There is plenty of opportunity to help execute our strategy, inspire us with your passion and build a rewarding career. We encourage new ideas, energy, hard work and professionalism and show our appreciation by being committed to your ongoing development, happiness and well-being at work.
As leading experts in our field, we have exacting standards and are always looking for ambitious and hard-working colleagues to join our dedicated teams and help us deliver the best we can for our clients as well as build a successful business.
Documents
Job description - wealth planner (iom) - jan 2026
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Job description - wealth planning director (iom) - jan 2026
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