Senior Financial Planner

Location: London, Hybrid

Salary: £80,000 - £110,000 (depending on experience)

Bonus: 25% of initial fees (capped at £50,000) + annual discretionary bonus

Benefits: Exceptional Benefits Package

Our client, a highly regarded wealth and investment management firm, is seeking an experienced Senior Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions.

The Role

As a Senior Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice.

Key Responsibilities:

Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.
Manage and develop a client bank with an expected AUM of £50M, with a target of £10M in new business per year.
Lead client meetings, prepare financial planning reports, and ensure suitability standards are met.
Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service.
Maintain an in-depth understanding of investment markets, regulatory requirements (FCA), and financial planning strategies.
Contribute to business development through networking, referrals, and professional connections.

Requirements:

5+ years of experience in financial planning, working with HNW/UHNW clients.
Chartered Financial Planner status (CII or CISI) preferred (or working towards Chartered).
Strong knowledge of investment strategies, estate planning, retirement solutions, and tax-efficient structures (e.g., ISAs, SIPPs, Trusts, Offshore Bonds).
Business development mindset with a track record of growing client portfolios.
Excellent communication and relationship management skills.

The Package & Benefits:

Salary: £80,000 - £110,000 (depending on experience).
Bonus: 25% of initial fees (capped at £50,000) + discretionary bonus.
Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.
Client allocation: Client portfolio transferred of within the £10M - £20M AUM range.
Career progression opportunities: Clear pathway to Senior Financial Planning Director and Partner.

This is an excellent opportunity to join a firm that provides strong career growth, a high-quality client base, and a structured pathway to senior leadership.