Financial Planner

About the role

We are seeking an experienced Financial Planner to join a leading blue‑chip firm that provides holistic financial planning to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients across the UK. All client relationships are supplied, allowing you to focus on delivering expert advice without the need for business development.

Key responsibilities

• Deliver comprehensive financial planning advice to HNW and UHNW clients.
• Utilise the firm’s research and paraplanning support to develop tailored solutions.
• Maintain compliance with regulatory standards and internal processes.
• Collaborate with internal teams to ensure seamless service delivery.
• Contribute to the growth of the practice through high‑quality client service.

Required profile

• Legal right to work in the United Kingdom.
• Proven track record of consistent success in a financial planning role.
• Full Diploma in Financial Planning (progression to Chartered status preferred).
• Demonstrated commitment to previous employers.

Required skills

What we offer

• Competitive basic salary up to £80,000 per year.
• Uncapped quarterly and annual bonuses.
• Full home‑office set‑up and paraplanning support.
• Pension scheme and 25 days holiday (excluding bank holidays).
• Additional benefits and a supportive development environment.