Financial Planning Director

mbf.; City Of London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

A prestigious wealth management firm in London seeks an experienced Chartered Financial Planner to provide holistic financial planning services to high-net-worth clients. You will manage client relationships and contribute to business development while collaborating with investment and tax specialists. This role offers competitive salary, bonuses, and clear progression opportunities within the firm.

Benefits

Annual bonus

Comprehensive support structure

Career progression opportunities

Qualifications

• 5+ years of experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Strong knowledge of tax-efficient investment structures.
• Excellent communication skills for managing client relationships.

Responsibilities

• Deliver comprehensive financial planning services to HNW and UHNW clients.
• Lead client meetings and ensure suitability standards.
• Collaborate with investment managers and tax specialists.

Skills

Financial planning

Investment strategies

Relationship management

Business development

Education

Chartered Financial Planner status (CII or CISI)

Job description

Overview

Location: London, Hybrid

Salary: £90,000 - £120,000 (depending on experience) • Bonus: Annual Bonus • Benefits: Exceptional Benefits Package

Our client, a highly regarded wealth and investment management firm, is seeking an experienced Chartered Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions.

The Role

As a Chartered Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice.

Key Responsibilities

• Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.
• Lead client meetings, prepare financial planning reports, and ensure suitability standards are met.
• Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service.
• Maintain an in-depth understanding of investment markets, regulatory requirements (FCA), and financial planning strategies.
• Contribute to business development through networking, referrals, and professional connections.

Requirements

• 5+ years of experience in financial planning, working with HNW/UHNW clients.
• Chartered Financial Planner status (CII or CISI).
• Strong knowledge of investment strategies, estate planning, retirement solutions, and tax-efficient structures (e.g., ISAs, SIPPs, Trusts, Offshore Bonds).
• Business development mindset with a track record of growing client portfolios.
• Excellent communication and relationship management skills.

The Package & Benefits

• Salary: £90,000 - £120,000 (depending on experience).
• Bonus: Annual Bonus
• Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.
• Client allocation: Client portfolio.
• Career progression opportunities: Clear pathway to Senior Financial Planning Director and Partner.

This is an excellent opportunity to join a firm that provides strong career growth, a high-quality client base, and a structured pathway to senior leadership.