London | Manchester | Leeds
Permanent | Hybrid working | Competitive salary + benefits + bonus
About the Firm
A leading professional services and wealth management firm with a strong UK presence is seeking an experienced Senior Financial Planner to join its expanding Wealth team. The firm is known for its collaborative culture, forward-thinking approach, and genuine commitment to client success and employee development.
This is an opportunity to be part of a business that combines professional excellence with a modern, people-first culture — where your expertise, ideas, and ambition will be valued and supported.
The Opportunity
You’ll provide tailored, holistic financial planning solutions to a diverse portfolio of private clients, business owners, and high-net-worth individuals. Working closely with in-house specialists and paraplanners, you’ll ensure clients receive strategic, long-term advice designed to help them achieve their personal and financial goals.
Key Responsibilities
- Deliver comprehensive financial planning advice across investments, pensions, protection, and estate planning.
- Build, manage, and grow long-term client relationships based on trust and exceptional service.
- Collaborate with internal teams to identify opportunities and provide joined-up solutions.
- Stay current with market developments, legislation, and regulatory changes to ensure best practice.
- Support business growth through proactive networking, referrals, and relationship building.
- Qualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this).
- Proven experience delivering holistic financial advice in a professional environment.
- Strong interpersonal and communication skills with a genuine client-first approach.
- Commercially astute and able to identify new opportunities for both clients and the firm.
- Team player with a proactive, growth-oriented mindset.
- Competitive remuneration package with performance-based incentives.
- Hybrid working model with flexibility across key UK city locations.
- Supportive and collaborative culture focused on professional development.
- Opportunity to work with a diverse and growing client base.
- Clear career progression in a firm that’s investing heavily in its Wealth division.
