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Financial Planner
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Senior Financial Planner
London / South East (Hybrid)
Up to £110,000 + Bonus + Excellent Benefits
A highly respected private banking and wealth management firm is seeking an experienced Financial Planner to join its growing Wealth Management division.
This is a senior, client-facing role focused on managing and developing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, while also driving new business growth.
You will deliver holistic financial planning advice across investments, pensions, and tax planning, working closely with internal specialists to provide tailored, high-quality solutions.
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Key Responsibilities:
- Manage and develop relationships with HNW/UHNW clients
- Generate new business through internal and external networks
- Deliver holistic wealth planning advice across investments, pensions, and tax
- Collaborate with internal specialists to provide bespoke client solutions
- Maintain a deep understanding of client objectives and risk profiles
- Work closely with banking teams to provide a full-service offering
- Ensure compliance with regulatory frameworks and best practices
About You:
- Strong background in wealth management, private banking, or financial planning
- Proven experience advising HNW/UHNW clients
- Ability to deliver holistic advice beyond investments
- Strong business development and networking skills
- Diploma qualified (Level 4 minimum), ideally Chartered or near Chartered
- Professional, client-focused, and commercially minded
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Package:
- Salary up to £110,000
- Bonus and full benefits package
- Hybrid working model
This is an excellent opportunity to join a prestigious organisation offering strong long-term career progression and exposure to high-value client relationships.
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