Financial Planner

Henderson Rowe is an investment management firm based in London, providing portfolio management and wealth advisory services to private clients, family offices, businesses and charities. Our approach to investment combines machine learning with human intuition, which is provided to clients with a high-touch and personalised service.

Our culture is collaborative, client-focused, and entrepreneurial. Whilst this makes for a dynamic environment, it’s ideal for professionals who can solve problems, thrive in teams, and relentlessly strive for excellence.

Henderson Rowe is looking for an experienced Financial Planner to support high-net-worth individuals and internationally connected clients with holistic, advice-led planning.

• Deliver end-to-end financial planning
• Advise on investment structuring and wrappers (e.g.
  GIAs/ISAs, SIPP, offshore bonds
  )
• Support planning across tax-efficient investing (EIS/VCT/Business Relief), protection, pensions and (where qualified) mortgages, life insurance
• Work closely with clients’
  accountants and solicitors to implement joined-up strategies

• 5+ years
  ’ experience as a regulated adviser/planner
• Proven track record with HNW clients and complex cases
• Experience working with international / internationally mobile clients
• Minimum Level 4 Diploma (or equivalent) and able to maintain SPS/CPD requirements
• Strong technical knowledge, great client communication, high-quality suitability writing

sponsorship of further qualifications

Office‑based with direct contact to senior managers

Apply with your CV by email:

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