Financial Planner

Are you a seasoned Financial Planner with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients? Are you ready to step into a role where excellence, professionalism, and client focus are at the heart of everything you do?

This role is an exciting opportunity to take over a highly valuable and carefully nurtured client bank from the directors of the company. These clients, who represent the best within the business, will be personally introduced to you by the directors to ensure a seamless transition and continuity of trust.

This leading firm of Chartered Financial Planners is seeking a talented and personable Financial Planner to take over a prestigious portfolio of HNW and UHNW clients. With a reputation built on decades of independent financial advice and a long-standing connection to the Thames Valley, City of London, and beyond, this is an opportunity to work with the very best clients in the business.

You will be joining a highly qualified team of Financial Planners, many of whom hold Fellowship status. This is a company that is proud to deliver a service that spans generations, maintaining long-standing client relationships rooted in trust, expertise, and care. Plus, you will have full support from a dedicated Paraplanner and seasoned Administrator.

Key Features of the Role:

• Client Portfolio: Manage a portfolio of HNW and UHNW clients with complex financial needs, with an average case size of £700,000
• Client Demographics: Engage with clients primarily in their 50s, many of whom are London-based professionals residing in this area
• High-Touch Relationships: Build and maintain deep, trust-based relationships with discerning clients, delivering a highly personalised service
• Collaboration Opportunities: Work closely with an Employee Benefits Specialist who conducts seminars for London finance firms, generating referral opportunities for 1:1 client advice. You may also have the opportunity to attend and present at these events

What We’re Looking For:

• Experience: Proven track record of working with HNW and UHNW clients, delivering tailored and complex financial advice
• Expertise: Chartered status (or equivalent) with a commitment to professional excellence
• Client-Centric Approach: A personable, affable, and charming individual who can foster confidence and comfort among clients
• Presentation Skills: Confidence in delivering presentations and seminars to groups of professionals, as well as building individual relationships
• Team Ethos: A collaborative mindset, working alongside analysts, researchers, account managers, and administrators to deliver a seamless client experience

Why Join this firm?

• Be part of a team of industry leaders who are passionate about financial planning excellence
• Take on a portfolio of UHNW clients who have been nurtured with care and dedication
• Collaborate in a supportive, team-oriented environment with highly qualified colleagues
• Benefit from the opportunity to shape the future of client relationships in a respected, growing firm

If you’re a highly skilled Financial Planner with the expertise, professionalism, and personal touch to succeed in this role, we’d love to hear from you.

Apply now to embark on a career with this company where you’ll make a lasting impact on your clients and your profession.