Senior Financial Planner: Remote/Field, Grow £75m AUA

RGH Group; Greater London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

RGH Group is seeking an experienced Financial Planner to manage and grow a client portfolio within a flexible, home-based/field-based framework across North London, Essex and surrounding areas. You will service existing clients, onboard new ones from acquisitions and develop relationships with professionals to expand assets under advice.

The role emphasizes long-term client relationships, regulatory compliance and a strong track record in pensions, investments and retirement planning, with a

Qualifications

• A minimum Level 4 Diploma in Regulated Financial Planning or equivalent.
• At least three years' experience providing regulated financial advice.
• An established client portfolio with transferable relationships and meaningful assets under advice.
• Proven track record of developing client relationships and generating new business.
• Experience advising on pensions, investments and retirement planning.
• Strong networking skills with ability to generate referrals through professional connections.
• Commercially minded approach to growing assets under advice and recurring revenue.
• Excellent communication and relationship management skills.
• Ability to manage your own diary, work independently and prioritise client-facing activity.
• Strong commitment to client service, suitability and regulatory compliance.

Responsibilities

• Deliver high-quality, holistic financial planning advice tailored to clients' circumstances and long-term goals.
• Build and maintain trusted relationships with clients and their families.
• Conduct regular client reviews and update financial plans as needs evolve.
• Provide advice across investments, pensions, retirement planning, protection, tax planning, estate planning and intergenerational wealth.
• Identify opportunities to enhance client outcomes through ongoing financial planning.
• Maintain accurate client records and ensure recommendations are well documented.
• Take responsibility for servicing, retaining and developing your existing client portfolio.
• Transition and maintain relationships with clients from acquisitions.
• Deliver a consistent, high-quality client experience throughout the advice journey.
• Work collaboratively with paraplanning, administration and specialist support teams to ensure efficient service delivery.
• Grow your client bank through referrals, networking and professional relationships.
• Develop relationships with accountants, solicitors and other introducers to generate new business opportunities.
• Identify opportunities to attract new clients and increase assets under advice and recurring income.
• Generate referrals through existing client relationships and networks.
• Contribute to broader business growth with a proactive, entrepreneurial approach.
• Aim to build a substantial, sustainable portfolio towards £75 million AUA.

Skills

Networking skills

Communication

Relationship management

Diary management

Commercial awareness

Education

Level 4 Diploma in Regulated Financial Planning

Job description

RGH Group is seeking an experienced Financial Planner to manage and grow a client portfolio within a flexible, home-based/field-based framework across North London, Essex and surrounding areas. You will service existing clients, onboard new ones from acquisitions and develop relationships with professionals to expand assets under advice.

The role emphasizes long-term client relationships, regulatory compliance and a strong track record in pensions, investments and retirement planning, with a