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Senior Financial Planner
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
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
Education
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.
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.