Financial Planner

mbf; Greater London; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

Join a leading FinTech firm redefining wealth management for ultra-high-net-worth individuals. As a Financial Planner, you'll leverage advanced technology and collaborate with dedicated teams to provide tailored financial strategies. This role offers the chance to work closely with sophisticated clients in Private Equity and Corporate Finance, making a significant impact on their financial journeys. With a supportive culture, hybrid working options, and opportunities for professional growth, this position is perfect for those passionate about client service and innovation in personal finance.

Benefits

25 days annual leave

3% pension contribution

Family-friendly policies

Supportive culture with regular socials

Qualifications

• 5+ years in financial services with 1+ year as an adviser.
• Deep understanding of UHNW financial planning.

Responsibilities

• Build relationships with UHNW clients to understand their financial goals.
• Develop bespoke Financial Life Strategies covering various financial aspects.

Skills

Financial Planning

Cash-flow Modelling

Investment Advice

Tax Wrappers Knowledge

Client Relationship Management

Education

Chartered Financial Professional

FCA Regulation (CII, CISI or equivalent)

Job description

1 week ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Are you a Chartered financial professional with a passion for high-level client service and innovation in personal finance? Join one of the UK’s fastest-growing FinTechs, redefining how UHNW individuals and families engage with their wealth.

This is a unique opportunity to work with sophisticated clients in Private Equity, Corporate Finance, and Law—offering holistic financial life planning powered by proprietary technology.

The Role

As a Financial Planner, you will:

• Build deep, personal relationships with UHNW clients to understand their life and financial goals
• Develop and manage bespoke Financial Life Strategies—covering cashflow planning, lifetime events, investment advice, and tax
• Leverage in-house investment and financial planning teams to support your advice
• Use cutting-edge internal technology to drive optimal outcomes and provide client feedback to product teams
• Represent the firm at exclusive client and stakeholder events
• Shape your future—progression opportunities include team management, specialist advisory roles, or client portfolio growth

What We're Looking For

Chartered & FCA-regulated (CII, CISI or equivalent)

• 5+ years’ experience in financial services, including 1+ year as an adviser
• Deep understanding of UHNW financial planning including tax wrappers (ISAs, pensions, offshore bonds)
• Skilled in cash-flow modelling and lifetime financial planning
• Warm, detail-oriented, collaborative and solutions-driven approach

Why Apply?

• Hybrid & flexible working—built for balance
• 25 days’ annual leave + expectation to truly switch off
• Supportive culture with regular socials and a flat hierarchy
• 3% pension contribution & family-friendly policies

Bring your expertise to a firm that sits at the top of the advisory structure, with no products to sell—just pure, intelligent, technology-driven advice.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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