Senior Financial Planner

mbf; Greater London; Hybrid; GBP 60,000 - 100,000; Full time

Job description

Location: London, Hybrid

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:

• 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Strategy/Planning, Sales, and Business Development