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Senior financial planner

Leatherhead
Financial planner
Posted: 2h ago
Offer description

Company Description Citywide Financial Partners has been delivering bespoke, independent financial advice to families, retirees, and professionals since 2004. Guided by a commitment to addressing the long-term needs of clients, we specialize in simplifying financial complexities and partnering for the long-term as financial needs change through life-stages. Our dedicated team values trust and strives to make the financial planning process stress-free and collaborative. We’re committed to helping clients navigate financial challenges and achieve a secure, fulfilling future. Role Description This is a full-time on-site role based in Leatherhead for a Senior Financial Planner. If you’re a seasoned financial planner who loves building meaningful relationships and helping clients achieve their life goals, this could be the perfect next step for you. We’re looking for a Senior Financial Planner who combines deep technical expertise with a proactive, client-focused mindset to join our high performing team. If you thrive on building trusted relationships and delivering exceptional outcomes, this is your chance to make a real impact. This isn’t just about numbers – it’s about guiding people through some of the most important decisions in their lives. You’ll be working closely with clients on everything from investment strategies and retirement planning to inheritance tax and estate planning. Qualifications Chartered or CFP qualified Strong knowledge of Financial Planning and Personal Financial Planning principles Deep technical knowledge Expertise in Certified Financial Planner standards and practices Excellent communication and interpersonal skills Excellent analytical skills Experience working with high-net-worth individuals is a plus Email your CV and cover letter to recruitment@citywidefinancial.co.uk.

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