Financial Planner

Financial Planner – Private Client Advice

Location: UK (Office-based with potential hybrid options)

Sector: Wealth Management / Financial Planning

Salary £60k to £70k DOE plus 2 x discretionary annual bonus and excellent benefits.

Join a team where your expertise shapes meaningful outcomes for thousands of UK investors. If you’re a Financial Planner/Advisor passionate about delivering personalised advice and building lasting relationships, this is your opportunity to thrive in a dynamic, client-first environment.
This is not a sales role it’s to provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics.

• Provide regulated financial advice to existing and prospective clients across a wide range of topics:
• Pensions & Retirement Planning – contributions, carry forward, LTA planning, drawdown strategies
• Inheritance Tax & Estate Planning – including trust planning
• Tax-efficient cash flow strategies using cash-flow analysis
• Investment optimisation – reviewing wrappers and tax efficiency
• Deliver advice via phone, email, and in writing, with opportunities for face-to-face meetings as you progress
• Collaborate across departments to ensure timely, high-quality client outcomes

• Degree or equivalent experience in a client-facing role
• Level 4 Diploma in Financial Planning / Regulated Financial Planning (essential)
• Level 6 / Chartered status (desirable but not essential)
• Strong technical knowledge of pensions, IHT planning, and current legislation
• Excellent communication skills and ability to manage complexity under strict timelines
• Highly organised with effective diary management

• Competitive salary and benefits package
• Generous annual leave plus option to purchase additional days
• Enhanced maternity pay and family-forming benefits
• Pension plan with employer contributions
• Health and wellbeing perks, including medical cover and gym subsidy
• Ongoing training and development, with opportunities to gain further certifications
• Collaborative, supportive work environment

Take the next step in your financial advice career – apply today and help clients achieve their goals while advancing your own. Email your cv to