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Senior Financial Planner

  • City of London, London
  • Permanent
  • £90,000 to £110,000

Job details.

We’re currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London.
 

Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team. Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored advice. With a reputation for integrity, innovation, and a deep commitment to long-term relationships, this company is at the forefront of financial advice in the UK.
 

As a Senior Financial Planner working at Director level, you’ll be at the forefront of delivering strategic financial planning and wealth management advice to a diverse clientele across London and the South East. This is an opportunity to make a real impact, providing clients with holistic advice while building a strong, trusted client base.
 

Key Responsibilities:

  • Client Relationship Management: Build new relationships and nurture existing ones, providing a high standard of service to ensure satisfaction and loyalty. You’ll be instrumental in growing the client base, creating opportunities for referrals and new business.
     
  • Financial Planning Expertise: Provide technically accurate, up-to-date advice tailored to each client’s financial needs, focusing on areas such as retirement planning, inheritance, and tax efficiency.
     
  • Collaborative Approach: Work closely with in-house Investment Management and Professional Services teams, ensuring a seamless and integrated experience for clients.
     
  • Leadership: Structure and lead professional client meetings, and if you’re experienced in management, you’ll also have the chance to mentor and develop a high-performing team.
     

What We’re Looking For:

  • Chartered via the CII, or working towards
     
  • A minimum of 4 years in financial planning, with strong technical expertise and a proven ability to communicate complex strategies effectively.
     
  • A natural relationship builder with a client-centric mindset, driven to provide exceptional service and foster long-term relationships.
     
  • An individual with a passion for growth and business development, ideally with some team management experience.

What our client offers

  • Competitive Package: Enjoy a salary of up to £110,000, annual bonus, and a comprehensive benefits package including private medical insurance, life assurance, and pension contributions.
     
  • Flexible Working: Benefit from a hybrid working model, with the flexibility to balance your career with your personal life.
     
  • Investing in You: The company places a high value on diversity, equity, and inclusion, offering a supportive and inclusive environment where every individual can thrive.
     
  • Generous Holiday: A strong holiday package with options to purchase additional leave, supporting your well-being and work-life balance.
     

If you’re an ambitious financial planner who thrives on delivering top-quality advice and enjoys developing meaningful client relationships, this is the perfect opportunity to join a respected industry leader.

We’re currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London.
 

Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team. Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored advice. With a reputation for integrity, innovation, and a deep commitment to long-term relationships, this company is at the forefront of financial advice in the UK.
 

As a Senior Financial Planner working at Director level, you’ll be at the forefront of delivering strategic financial planning and wealth management advice to a diverse clientele across London and the South East. This is an opportunity to make a real impact, providing clients with holistic advice while building a strong, trusted client base.
 

Key Responsibilities:

  • Client Relationship Management: Build new relationships and nurture existing ones, providing a high standard of service to ensure satisfaction and loyalty. You’ll be instrumental in growing the client base, creating opportunities for referrals and new business.
     
  • Financial Planning Expertise: Provide technically accurate, up-to-date advice tailored to each client’s financial needs, focusing on areas such as retirement planning, inheritance, and tax efficiency.
     
  • Collaborative Approach: Work closely with in-house Investment Management and Professional Services teams, ensuring a seamless and integrated experience for clients.
     
  • Leadership: Structure and lead professional client meetings, and if you’re experienced in management, you’ll also have the chance to mentor and develop a high-performing team.
     

What We’re Looking For:

  • Chartered via the CII, or working towards
     
  • A minimum of 4 years in financial planning, with strong technical expertise and a proven ability to communicate complex strategies effectively.
     
  • A natural relationship builder with a client-centric mindset, driven to provide exceptional service and foster long-term relationships.
     
  • An individual with a passion for growth and business development, ideally with some team management experience.

What our client offers

  • Competitive Package: Enjoy a salary of up to £110,000, annual bonus, and a comprehensive benefits package including private medical insurance, life assurance, and pension contributions.
     
  • Flexible Working: Benefit from a hybrid working model, with the flexibility to balance your career with your personal life.
     
  • Investing in You: The company places a high value on diversity, equity, and inclusion, offering a supportive and inclusive environment where every individual can thrive.
     
  • Generous Holiday: A strong holiday package with options to purchase additional leave, supporting your well-being and work-life balance.
     

If you’re an ambitious financial planner who thrives on delivering top-quality advice and enjoys developing meaningful client relationships, this is the perfect opportunity to join a respected industry leader.

Sector:

  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

Contact Us

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