Financial Divisions
IFA - Financial Planner
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This is a role that will suit an experienced financial planner who understands that the best client relationships in this profession are built quietly, carefully and over many years.
A founder-led financial planning firm with a loyal and established high-net-worth client base is looking for a financial planner to take ownership of a meaningful book of business and deliver the kind of holistic, personalised service that defines everything this firm does. The clients here are known as individuals — their families, their goals and their wider lives all inform the advice they receive — and the adviser stepping into this role will be expected to continue that approach without missing a beat.
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The founder has built something rare in an industry that often prioritises volume over depth. The culture is collaborative, thoughtful and genuinely enjoyable, and the work is substantive — spanning pensions and retirement planning, investment management, inheritance and tax planning and protection — underpinned by strong technical and paraplanning support.
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This is not a new business role. It is an opportunity to do meaningful work with clients who value the relationship as much as the advice, within a firm that feels the same way about them.
Qualifications and Experience
- Diploma qualified as a minimum, Chartered status preferred.
- Experience of working closely with high-net-worth clients in a holistic planning context is important.
- The right candidate will be as comfortable with the human side of this work as the technical.
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