Financial Planner

ZipRecruiter; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An innovative FinTech firm is seeking a Chartered Financial Planner to redefine client engagement in personal finance. This role offers the chance to build deep relationships with ultra-high-net-worth clients, developing tailored financial strategies that encompass cashflow planning, investment advice, and tax optimization. With a focus on cutting-edge technology and a supportive culture, you'll enjoy hybrid working, generous leave, and opportunities for professional growth. Join a company that prioritizes intelligent, technology-driven advice without the pressure of product sales.

Benefits

Gym Membership

Mental Health Support

25 Days Annual Leave

3% Pension Contribution

Family-Friendly Policies

Qualifications

• 5+ years in financial services with advisory experience.
• Deep understanding of UHNW financial planning and tax wrappers.

Responsibilities

• Build relationships with UHNW clients to understand their financial goals.
• Develop bespoke Financial Life Strategies and leverage in-house teams.

Skills

Financial Planning

Cashflow Modelling

Investment Advice

Tax Wrappers Knowledge

Client Relationship Management

Education

Chartered Financial Professional

FCA Regulation (CII, CISI or equivalent)

Tools

Proprietary Financial Technology

Job description

Job Description

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
• Comfortable advising demanding, high-profile clients

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
• Gym membership, mental health support & more
• 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.