Senior Financial Planner

1 week ago

London, Greater London, United Kingdom Broadgate Full time £60,000 - £120,000 per year

Senior Financial Planner | (
London , Manchester, Leeds) |
Permanent | Hybrid working | Competitive salary + benefits + bonus

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.

About You

  • 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.

What's on Offer

  • 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.

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