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Jobs  /  Financial Planner  /  London

Financial Planner

£80,000 – £120,000LondonPermanentPosted today

Senior Financial Planner (IFA)

Location: London

Salary: £80,000 – £120,000 + bonus

Full-time, permanent — Monday to Friday

The opportunity

Our client is a corporate finance advisory business that supports entrepreneurs through the sale of their companies. It is now building a wealth management arm to advise those same clients after a liquidity event, and is looking for a senior financial planner to help shape it from the ground up.

This is a rare case where the client pipeline already exists: entrepreneurs who have just realised significant wealth through a sale the firm has advised on, rather than a new book to be built from a standing start.

What the role involves

  • Leading relationships with a capped number of high-net-worth households
  • Delivering holistic, cashflow-led financial plans covering investment, pensions, tax, protection, and estate and succession planning
  • Working alongside the firm's deal teams on pre-exit planning, often before a transaction completes
  • Liaising with clients' lawyers, accountants and tax advisers
  • Helping shape the advice process, investment proposition and client experience as the division is built

What they're looking for

  • Significant experience as a practising financial adviser or IFA, personally advising high-net-worth clients
  • Level 4 Diploma in Regulated Financial Planning (or equivalent) and a current Statement of Professional Standing
  • A clean regulatory record and the ability to meet FCA Certification requirements
  • Strong technical depth in pensions, investment planning, tax wrappers, and inheritance tax and estate planning
  • An entrepreneurial mindset and the appetite to help build a business
  • Chartered Financial Planner status (or good progress towards it), or CFP, would be an advantage
  • Experience advising business owners through a sale or liquidity event is desirable

What's on offer

This is a ground-floor opportunity to build a wealth management business within an established advisory firm, rather than join one that already exists.

  • A warm, high-quality pipeline of introductions from the firm's existing client relationships
  • Equity participation through a management incentive plan
  • A highly competitive base salary and bonus
  • A capped client bank, allowing time to deliver a genuinely high-touch service
  • Real autonomy in shaping the proposition from the outset

Applying

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Also open

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