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Financial Planner

  • Surrey
  • Permanent
  • £100,000

Job details.

We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.

Position Overview:

They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team. In this role, you will have the opportunity to manage an existing book of 100 HNW, long-established private clients, providing them with comprehensive financial planning and management services. This is an exciting opportunity for a skilled professional to play a pivotal role in delivering high-quality financial solutions and building lasting client relationships.

Key Responsibilities:

  • Manage and service an existing portfolio of 100 HNW, long-established private clients, delivering personalized wealth planning and management services.
  • Conduct thorough client reviews and meetings, offering expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.
  • Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.
  • Collaborate with internal teams to ensure the seamless delivery of services and meet client needs effectively.
  • Stay updated on industry trends, regulatory changes, and best practices in wealth management to provide informed advice to clients.

Qualifications and Experience:

  • Qualified to Chartered Financial Planner level.
  • Proven track record of managing and servicing a portfolio of high net worth clients, with several years of experience in wealth planning and management.
  • Strong knowledge of financial products, investment strategies, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proficiency in IT tools and systems, including Microsoft Office suite.


  • Competitive salary package based on experience and qualifications £75,000 to £100,000
  • Comprehensive benefits package
  • Hybrid working model, offering flexibility between office and remote work.

If you are a seasoned Financial Planner with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this exciting opportunity.


  1. Financial Planning

Joseph Gorman

Managing Consultant

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