Financial Planning Director
2 weeks ago
Financial Planning Director
Location: London, Hybrid
Salary: £80,000 - £110,000 (depending on experience)
Bonus: Annual Bonus
Benefits: Exceptional Benefits Package
Our client, a highly regarded wealth and investment management firm, is seeking an experienced Financial Planning Director 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 Financial Planning Director, 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.
- 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: Annual 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.
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