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Financial Planning Director

1 month ago

London Area, United Kingdom mbf Full time

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.