Senior Financial Planner — Hybrid Wealth Advisor

PKF Francis Clark; Truro; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Pension

Life assurance

Income protection

Health cash plan

Counselling

Virtual GP

Mental health support

Cycle to work

Gym discounts

EV lease

Volunteer day

Job summary

PKF Francis Clark in the South West England region is seeking an experienced Senior Financial Planner to deliver high‑quality, regulated financial advice to a diverse client portfolio and to mentor colleagues.

You will manage complex, high‑net‑worth clients, develop solutions across retirement, investment, tax and estate planning, build lasting relationships, win new business and contribute to regional growth and service excellence.

Qualifications

• Must have regulated financial planning experience delivering advice to complex/high-net-worth clients.
• Knowledge of FCA regulations and compliance requirements.
• Proven track record in winning new business and growing client relationships.

Responsibilities

• Manage and develop a portfolio of high-value and complex clients.
• Deliver retirement, investment, tax-efficient wealth, and estate planning advice.
• Build lasting client relationships and act as a trusted adviser.
• Develop new business through networking, referrals and events.
• Mentor junior Financial Planners and support regional growth.
• Maintain high regulatory compliance and professional conduct.

Skills

Networking

Business development

Communication

Relationship-building

Organisational skills

Team collaboration

Education

Level 6 Advanced Diploma in Financial Planning (or equivalent)

Tools

Financial planning software

CRM systems

Microsoft Office

Job description

PKF Francis Clark in the South West England region is seeking an experienced Senior Financial Planner to deliver high‑quality, regulated financial advice to a diverse client portfolio and to mentor colleagues.

You will manage complex, high‑net‑worth clients, develop solutions across retirement, investment, tax and estate planning, build lasting relationships, win new business and contribute to regional growth and service excellence.