Senior Financial Planner

Allerton Park Recruitment Solutions; Greater London; Hybrid; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Bonus

Comprehensive Benefits

Hybrid working

Job summary

Allerton Park Recruitment Solutions is seeking a Senior Financial Planner in London/Greater London. You will take ownership of an existing client bank and become the primary planner, working with high-net-worth clients and leveraging relationships with accountants and professionals.

The role offers a salary between £90,000 and £110,000 plus bonus and comprehensive benefits, with hybrid working. There is a natural progression toward senior leadership and team leadership responsibilities as you

Qualifications

• Experience advising high-net-worth clients.
• Technically sound with Chartered status or close to.
• Strong understanding of regulatory requirements for affluent clients.

Responsibilities

• Take responsibility for the client bank and become the primary planner.
• Collaborate with internal and external referrals (accountants and professional connections).
• Possibly lead a team in a future senior leadership capacity.

Skills

Financial planning

Advising HNW clients

Chartered

Job description

Senior Financial Planner - £90K - £110K + Bonus + Comprehensive Benefits

A high quality and successful B-corp, CEFEX & Chartered status Financial Planning business is looking for a new Financial Planner to join their team.

As a result of a Director retiring in the next 18 months, the business is looking for an experienced, technically sound Financial Planner to take responsibility for this Client bank, as this Director reduces client contact. This individual would then become the primary planner to these clients and would work with other HNW client referrals from the existing internal and external relationships (Accountants and professional connections).

The salary is £90K - £110K plus Bonus, full Benefits and Hybrid working. A Senior leadership position and running a team are a natural progression steps should this be of interest.

Good technical skills (Chartered or close to) alongside a strong depth of experience and understanding of advising HNW Clients and working with professional connections is required.