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Senior financial planner

London
Permanent
Financial planner
Posted: 5 April
Offer description

Senior Financial Planner London | Permanent | Hybrid working | Competitive salary benefits bonus About the Firm A leading professional services and wealth management firm with a strong UK presence is seeking an experienced Senior Financial Planner to join its expanding Wealth team. The firm is known for its collaborative culture, forward-thinking approach, and genuine commitment to client success and employee development. This is an opportunity to be part of a business that combines professional excellence with a modern, people-first culture — where your expertise, ideas, and ambition will be valued and supported. The Opportunity You’ll provide tailored, holistic financial planning solutions to a diverse portfolio of private clients, business owners, and high-net-worth individuals. Working closely with in-house specialists and paraplanners, you’ll ensure clients receive strategic, long-term advice designed to help them achieve their personal and financial goals. Key Responsibilities Deliver comprehensive financial planning advice across investments, pensions, protection, and estate planning. Build, manage, and grow long-term client relationships based on trust and exceptional service. Collaborate with internal teams to identify opportunities and provide joined-up solutions. Stay current with market developments, legislation, and regulatory changes to ensure best practice. Support business growth through proactive networking, referrals, and relationship building. About You Qualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this). Proven experience delivering holistic financial advice in a professional environment. Strong interpersonal and communication skills with a genuine client-first approach. Commercially astute and able to identify new opportunities for both clients and the firm. Team player with a proactive, growth-oriented mindset. What’s on Offer Competitive remuneration package with performance-based incentives. Hybrid working model with flexibility across London. Supportive and collaborative culture focused on professional development. Opportunity to work with a diverse and growing client base. Clear career progression in a firm that’s investing heavily in its Wealth division. WHY TOP TALENT CHOOSES THIS FIRM This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out. → Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success. → Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability. → A culture built on trust, not hierarchy High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued. → A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future. → Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice. In short, if you are looking for: • Faster progression with meaningful responsibility • Smart, supportive colleagues who care about quality and outcomes • Challenging, impactful work with clients who value your expertise • A workplace where your voice truly matters …this is a place to build a career you can be proud of – professionally and personally.

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