Financial Planner – High Earnings, No Business Development

About the role

We are seeking an experienced Financial Planner to join a leading blue‑chip firm that provides holistic financial planning advice to high‑net‑worth clients. All client relationships are supplied, so you can focus on delivering expert advice without the need for business development or networking.

Key responsibilities

• Deliver comprehensive financial planning and wealth management solutions to HNW clients.
• Maintain and grow existing client portfolios while ensuring compliance with regulatory standards.
• Collaborate with a dedicated paraplanning team, research analysts and support staff to produce tailored advice.
• Utilise the firm’s proprietary processes and systems to streamline service delivery.
• Participate in quarterly and annual performance reviews to maximise bonus potential.

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.
• Demonstrated commitment to previous employers.

Required skills

What we offer

• Competitive basic salary up to £70,000.
• On‑target earnings (OTE) of £130,000 with uncapped quarterly and annual bonuses.
• Company car and monthly bonuses.
• Full home‑office set‑up and pension scheme.
• 25 days holiday plus bank holidays.
• Access to research, paraplanning support and robust client acquisition pipeline.