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This job expired on 29/09/2026. It no longer accepts applications.
Senior Financial Planner (Associate Director) – Accountancy Practice
BWD Search & Selection · London
Job description
About the role
A top‑tier professional services firm is looking for an experienced Senior Financial Planner at Associate Director level. The role is split between its Central and South‑West London offices and involves managing a high‑net‑worth client portfolio while expanding the business through networking.
Key responsibilities
- Take ownership of a significant HNW client base and grow it through internal and external networking.
- Provide independent, high‑quality financial advice and planning services.
- Lead and develop a small team of junior advisers, fostering their professional growth.
- Contribute to the firm’s reputation and support its strategic objectives.
Required profile
- Proven senior‑level experience in financial planning or wealth management.
- Demonstrated ability to manage high‑net‑worth client relationships.
- Leadership experience with a track record of developing junior staff.
- Ambition to progress towards equity partnership.
Required skills
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BWD Search & Selection
London
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