Senior Financial Planner

PKF FRANCIS CLARK; Salisbury; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Group pension

Group life assurance

Income protection

Health cash plan

Counselling and mental health support

Cycle to work scheme

Gym discounts

Job summary

PKF Francis Clark is seeking an experienced Senior Financial Planner to manage a diverse portfolio and provide high‑quality, compliant financial advice. You will grow client relationships, mentor junior staff, and contribute to regional team development.

The role emphasizes delivering tailored retirement, investment, tax-efficient wealth management, and estate planning while pursuing revenue and AUA growth. Collaboration with paraplanners and client executives is key.

Qualifications

• Level 6 Advanced Diploma in Financial Planning (or equivalent) or higher.
• Proven experience delivering regulated financial advice to complex and high-net-worth clients.
• Strong knowledge of FCA regulations and compliance requirements.
• A successful track record of winning new business and growing client relationships.
• Experience developing solutions across tax, retirement, investment, and estate planning.
• Strong networking and business development capabilities.
• Excellent communication and relationship-building skills.
• A collaborative, client-focused approach.
• Strong organisational skills and the ability to manage multiple priorities.
• Experience using financial planning software, CRM systems, and Microsoft Office applications.

Responsibilities

• Managing and developing a portfolio of high-value and complex clients.
• Delivering tailored financial planning advice across retirement, investment, tax-efficient wealth management, and estate planning.
• Building lasting client relationships and acting as a trusted adviser.
• Achieving revenue, new business, and assets under advice growth targets.
• Developing new business through networking, referrals, and professional connections.
• Collaborating with Paraplanners and Client Executives to deliver an outstanding client experience.
• Supporting the Regional Leader in driving team performance and strategic growth.
• Mentoring and supporting junior Financial Planners and contributing to their development.
• Identifying opportunities to improve processes, embrace technology, and enhance efficiency.
• Maintaining high standards of regulatory compliance and professional conduct.

Skills

Financial planning

Client relationships

Regulatory compliance

Business development

Networking

Communication

Team mentoring

Time management

Multitasking

Education

Level 6 Advanced Diploma in Financial Planning (or equivalent)

Tools

CRM systems

Financial planning software

MS Office

Job description

In a nutshell

As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals. You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.

Alongside managing your own client portfolio, you'll support colleagues, mentor junior team members, and help drive continuous improvement across our financial planning business.

What you'll be doing day to day

• Managing and developing a portfolio of high-value and complex clients
• Delivering tailored financial planning advice across areas such as: retirement planning, investment planning, tax-efficient wealth management, estate and succession planning
• Building lasting client relationships and acting as a trusted adviser
• Achieving revenue, new business, and assets under advice (AUA) growth targets
• Developing new business through networking, referrals, professional connections, and business development activities
• Working closely with Paraplanners and Client Executives to deliver an outstanding client experience
• Supporting the Regional Leader in driving team performance and strategic growth
• Mentoring and supporting junior Financial Planners and contributing to their development
• Identifying opportunities to improve processes, embrace technology, and enhance operational efficiency
• Maintaining the highest standards of regulatory compliance and professional conduct

About you

We're looking for an experienced Financial Planner who combines excellent technical expertise with commercial awareness and a genuine passion for helping clients achieve their goals.

You'll ideally have

• Level 6 Advanced Diploma in Financial Planning (or equivalent) or higher
• Proven experience delivering regulated financial advice to complex and high-net-worth clients
• Strong knowledge of FCA regulations and compliance requirements
• A successful track record of winning new business and growing client relationships
• Experience developing solutions across tax, retirement, investment, and estate planning
• Strong networking and business development capabilities
• Excellent communication and relationship-building skills
• A collaborative, client-focused approach
• Strong organisational skills and the ability to manage multiple priorities
• Experience using financial planning software, CRM systems, and Microsoft Office applications

Your core benefits

Financial wellbeing

• Group personal pension to help you build your future savings through employer and employee contributions
• Group life assurance providing cover up to four times your basic annual salary
• Group income protection available after six months’ service
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the option to add a partner or spouse

Mental wellbeing

• Counselling and emotional support for you and your immediate family
• Virtual GP and second opinion services for you and your immediate family
• Access to trained Mental Health First Aiders for confidential, peer to peer support

Physical wellbeing

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
• Discounted membership at gyms, pools and studios across the UK
• Digital health and wellbeing tools available through the employee health cash plan
• Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support

Additional benefits

• Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
• The option to buy up to five extra days of holiday (pro rata for part‑time colleagues) *
• One paid volunteering day each year to support local organisations
• Electric vehicle lease scheme (grade and pay criteria apply) *
• Gifts to mark key career and family milestones
• Expert led webinars on mental, physical and financial wellbeing
• Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship

* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage