Senior Financial Planner

Citywide Financial Partners Limited; Leatherhead; On-site; GBP 80,000 - 100,000; Full time

Job summary

A reputable financial services firm is seeking a Senior Financial Planner to guide clients through important financial decisions, including investment and retirement planning. The ideal candidate will be Chartered or CFP qualified, with a proactive approach and a passion for building relationships. This role offers a competitive salary, excellent benefits, and opportunities for professional growth in a collaborative environment focused on integrity and innovation.

Benefits

Competitive salary

Excellent benefits

Continuous professional development

Career progression opportunities

Qualifications

• Expertise in financial planning focusing on client-centric solutions.
• Ability to navigate complex financial situations effectively.
• Demonstrated experience in building and maintaining client relationships.

Responsibilities

• Guide clients through significant financial decisions.
• Develop personalized financial plans based on client goals.
• Work with clients on various financial strategies and planning.

Skills

Client relationship management

Investment strategies

Retirement planning

Inheritance tax planning

Estate planning

Education

Chartered or CFP qualification

Job description

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.

What makes this role exciting?

• A chance to shape the future of a growing, innovative company
• A competitive salary depending on experience with excellent benefits
• A collaborative culture that values integrity and fresh ideas
• Continuous professional development and career progression

If you or someone you know is Chartered or CFP qualified, and have deep technical expertise, love working as part of a team and want to make a real impact we’d love to hear from you.

We work with established and trusted recruitment partners. Therefore, no speculative CVs from agencies accepted.