We are currently working with one of the country’s most prestigious private wealth organisations to recruit an experienced Senior Financial Planner.
As part of planned continued expansion, they are looking to further grow their South West division. This is a fantastic opportunity to join a collaborative, client-focused environment where you will play a key role in delivering holistic financial planning solutions to High-Net-Worth clients. You will work closely with well established
You’ll collaborate with colleagues across the wider business to deliver integrated client solutions, deepen client relationships and contribute to the ongoing development of the firm’s wealth proposition.
The Role
As a Financial Planner, you will:
- Deliver high-quality, holistic financial planning advice to HNW clients
- Partner with internal stakeholders to identify opportunities and generate fee-based business
- Build and maintain long-term client relationships, acting as a trusted adviser
- Support the growth of assets under management and fee income
- Conduct client meetings, present recommendations, and oversee implementation
- Maintain accurate and compliant client records and documentation
- Ensure all advice meets regulatory and internal governance standards
- Contribute to the ongoing evolution of the wealth planning offering
What We’re Looking For
Experience & Knowledge:
- Strong background in holistic financial planning for HNW clients
- In-depth understanding of investments, tax planning, and wealth structuring
- Experience across the full advice lifecycle, from research through to implementation
- Proven track record in regulated advice and client relationship management
- Strong knowledge of FCA regulations and compliance requirements
- Experience working with professional introducers is advantageous
- Proficient in cashflow modelling tools and CRM systems
Skills:
- Excellent communication and presentation skills
- Ability to explain complex financial concepts clearly and effectively
- Strong relationship-building and stakeholder management abilities
- Commercially aware with a focus on delivering client outcomes
- Highly organised, with the ability to manage multiple priorities
Qualifications
- Minimum Level 6 (Chartered Financial Planner status preferred)
What’s on Offer
- Competitive salary and discretionary bonus
- Hybrid working
- Generous holiday allowance with buy/sell options
- Excellent overall benefits package
This is an excellent opportunity for an experienced Planner who is looking to make a meaningful impact within a high-performing, relationship-driven environment.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
