Financial Planning Director

JR United Kingdom; Slough; On-site; GBP 80,000 - 120,000; Full time

Job summary

A highly regarded wealth and investment management firm is seeking an experienced Financial Planning Director for their Private Client team in London. This role involves delivering tailored financial planning services to high-net-worth clients, managing relationships, and contributing to business development efforts. The firm offers strong career growth and a dedicated support structure for its Financial Planners.

Benefits

Comprehensive support structure with dedicated paraplanner and administrator

Client portfolio transfer range of £10M - £20M AUM

Clear pathway to Senior Financial Planning Director and Partner

Qualifications

• 5+ years of experience in financial planning with HNW/UHNW clients.
• Strong knowledge of investment strategies and estate planning.
• Excellent communication and relationship management skills.

Responsibilities

• Deliver comprehensive financial planning and wealth management services.
• Lead client meetings and prepare financial planning reports.
• Collaborate with internal and external specialists to enhance client services.

Skills

Business development mindset

Excellent communication

Relationship management

Investment strategies

Estate planning

Tax-efficient structures

Education

Chartered Financial Planner status (CII or CISI) preferred

Job description

Social network you want to login/join with:

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.