Financial Planner

Location: London, United Kingdom

Company

Wealth management business providing discretionary investment management, financial advice, investment platforms, multi-asset investment solutions, and fund management to private clients, charities, trustees, and professional partners.

What you will do

• Maintain and grow an existing lower- and high-net-worth client base.
• Win new clients through professional networks, referrals, warm leads, and hirify.global marketing support.
• Build and manage a high-quality business development pipeline through events, timely follow-up, and opportunity conversion.
• Own activity, pipeline, conversion, and growth targets with coaching from the Area Director and distribution partners.
• Provide holistic financial advice, increase assets under advice, and improve overall profitability.
• Meet FCA requirements, Consumer Duty policies, and company standards while producing clear client documentation.

Requirements

• Minimum Level 4 Diploma in Financial Planning.
• Experience giving regulated advice to high-net-worth private clients.
• Strong client care, communication, business development, and relationship-building skills.
• Strong technical knowledge, including risk assessment, suitability, compliance, and differentiated client solutions.
• Ability to generate new business through professional introducers, referrals, and an agreed distribution plan.
• Ability to remain adaptable and up to date with market developments.
• Compliance with FCA requirements, Consumer Duty policies, and Senior Managers & Certification Regime client-dealing requirements.

Nice to have

• Advanced Financial Planning qualifications and/or the Investment Advice Certificate or equivalent.
• Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.

Culture & Benefits

• Permanent, full-time position focused on client outcomes, growth, integrity, curiosity, challenge, and collaboration.
• 182 hours of holiday, equivalent to 26 days.
• Employee incentive scheme linked to business performance and individual contribution.
• Non-contributory pension scheme with the option to increase contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction; a healthcare cash plan is available to Jersey employees.