Financial Planning Director

mbf; Greater London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player in wealth and investment management is seeking a Financial Planning Director to enhance their Private Client team. This pivotal role involves delivering comprehensive financial planning services to high-net-worth clients, ensuring top-notch advice and client satisfaction. You will collaborate with investment managers and tax specialists, while also contributing to business development through networking and referrals. With a strong support structure and clear career progression opportunities, this is a unique chance to grow within a firm committed to excellence in client service and tailored investment solutions.

Benefits

Exceptional Benefits Package

Comprehensive support structure

Career progression opportunities

Qualifications

• 5+ years of experience in financial planning, especially with HNW/UHNW clients.
• Strong knowledge of investment, estate, and tax-efficient planning.

Responsibilities

• Deliver holistic financial planning and wealth management to HNW/UHNW clients.
• Lead client meetings and ensure suitability standards are met.

Skills

Financial Planning

Wealth Management

Investment Strategies

Tax Planning

Communication Skills

Business Development

Education

Chartered Financial Planner status

Job description

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Recruitment within Financial Services, Insurance and Tech & Change

Location: London, Hybrid

Benefits: Exceptional Benefits Package

Our client, a highly regarded wealth and investment management firm, is seeking an experienced Financial Planning Director 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 Financial Planning Director, 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) preferred (or working towards Chartered).
• 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:

• Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.
• Client allocation: Client portfolio transferred of within the £10M - £20M AUM range.
• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Sales, and Business Development

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