Bayford Hale
Senior Chartered Financial Planner
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Senior Chartered Financial Planner
London
About the Role
We are seeking an experienced Senior Chartered Financial Planner to join a leading wealth management practice. In this senior advisory role, you will deliver integrated, holistic financial planning advice to ultra-high-net-worth clients (£5M plus).
Key Responsibilities
- Client Relationship Management: Build and nurture strong, lasting relationships with ultra/high-net-worth clients (£5m+).
- Suitability & Ongoing Advice: Perform detailed annual reviews to assess continued solution suitability, identify new advice requirements, and implement tailored strategies across a full suite of financial products and services.
- Product Governance & Technical Leadership: Take ownership of allocated product panels. Draft technical notes, establish competency standards, oversee provider due diligence, and conduct periodic panel reviews.
- Paraplanning Collaboration: Provide clear guidance and documentation to Paraplanning teams for compliant advice letter generation, ensuring thorough review and approval prior to client delivery.
- Team Leadership & Mentorship: Lead, motivate, and develop junior team members, fostering a collaborative culture and supporting desk leadership in strategic direction.
- Business Development: Partner with portfolio management and marketing teams to expand existing relationships and convert new prospective clients through networking, seminars, and professional circles.
- Regulatory Compliance: Maintain full compliance with internal advice policies, ethical frameworks, and regulatory requirements (including Consumer Duty) to consistently secure positive client outcomes.
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Qualifications & Experience
- Qualifications: CII Advanced Diploma in Regulated Financial Planning (Level 6) or equivalent Chartered status.
- Experience: Proven track record as a fully qualified, high-performing financial planner with deep expertise in comprehensive, holistic strategic advice for clients with portfolios of £5m+.
- Regulatory Knowledge: Comprehensive understanding of private client regulations, technical taxation rules, economic trends, and broad financial markets.
- Professional Development: Commitment to maintaining minimum standard 35 hours CPD annually.
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Key Skills & Competencies
- Exceptional communication skills with the gravitas and confidence to explain complex financial concepts clearly to high-net-worth individuals.
- Strong analytical, numerical, and problem-solving skills to interpret complex financial situations.
- Proven business development capability to identify, cultivate, and close high-value client opportunities (£5m+).
- High level of attention to detail and adherence to compliance and Consumer Duty standards.
- Collaborative leadership style with a passion for mentoring and team development.
What We do at Bayford Hale
Bayford Hale is an executive search and recruitment advisory firm specialising in the Wealth Management, Asset Management, Family Office, and IFA sectors across the UK, Europe, and the Middle East.
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