Are you an experienced Senior Financial Planner looking to join a highly respected, forward-thinking wealth management firm with an exceptional client base and at an exciting stage of growth?
We’re working with a market-leading organisation that provides expert, personalised financial planning and investment management advice to a broad range of private clients. This is an outstanding opportunity for a trusted adviser to make a meaningful impact - helping clients make confident financial decisions, build strong foundations for the future and achieve their goals.
The Role
As a Senior Financial Planner, you’ll build and nurture long-term relationships with both new and existing clients, delivering high-quality, tailored financial advice across retirement, estate, tax, and investment planning. You’ll work closely with in-house investment and professional services teams to provide a holistic approach, ensuring every client receives a seamless and exceptional experience.
Key Responsibilities
- Provide bespoke financial planning and wealth management advice to private clients.
- Build and maintain trusted client relationships through proactive service and advice.
- Identify and develop new client opportunities via referrals, introductions, and professional networks.
- Conduct client meetings professionally, ensuring all advice is compliant, suitable, and up to date.
- Undertake annual reviews and adapt strategies to changing client needs and market conditions.
- Collaborate with internal specialists in investment management and professional services.
- Maintain accurate client records and new business pipelines in line with compliance standards.
- Support, mentor, and develop junior advisers or team members (if in a leadership capacity).
Skills & Experience
- Proven track record of success in financial planning and client relationship management.
- Strong business development skills and the ability to operate on a fee-based model.
- Excellent technical knowledge of financial planning, tax, and investment strategies.
- Strong communication and presentation skills, with a genuine client-first approach.
- Experience working within a risk management framework in a private client environment.
- Team leadership and mentoring experience (for senior/team head roles).
Qualifications
- Minimum Level 4 Diploma in Financial Planning (Level 6/7 or Chartered status desirable).
- Up-to-date Statement of Professional Standing (SPS).
Rewards & Benefits
- Competitive base salary to £120,000
- Performance-based bonuses
- Private medical insurance
- Life assurance & pension contribution
- Hybrid/flexible working model
- Generous holiday package with the option to purchase additional days
- Parental leave and wellbeing initiatives
- A genuinely inclusive and supportive working culture
This is a rare opportunity to join a trusted name in wealth management with a people-first ethos, strong professional values and a commitment to excellence.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
