Senior Financial Planner | Truro, UK

PKF Francis Clark; Truro; Hybride; GBP 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Group personal pension

Group life assurance

Health cash plan

Cycle to work scheme

Gym discounts

Mental wellbeing support

Volunteer day

Holiday allowance option

Résumé du poste

PKF Francis Clark in the South West England seeks a Senior Financial Planner to provide high-quality, compliant advice across retirement, investment, tax-efficient wealth management, and estate planning. You will manage a portfolio of high-value clients, develop new business, mentor junior planners, and collaborate with Paraplanners and Client Executives to deliver an outstanding client experience.

This role supports the Regional Leader and contributes to growth and best-practice across the

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.
• Successful track record of winning new business and growing client relationships.

Responsabilités

• 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.
• Working with Paraplanners and Client Executives to deliver an outstanding client experience.
• Supporting the Regional Leader in driving team performance and strategic growth.
• Mentoring junior Financial Planners and contributing to their development.
• Identifying opportunities to improve processes and embrace technology.

Connaissances

Advanced diploma in financial planning

Regulated financial advice

FCA regulations knowledge

Business development

Networking

Client relationship management

Financial planning software

CRM systems

Microsoft Office

Formation

Level 6 Advanced Diploma in Financial Planning (or equivalent) or higher

Outils

CRM systems

Financial planning software

Microsoft Office

Description du poste

Senior Financial Planner

In a nutshellAs 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

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that's right for you.

Established in 1919, we've grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces, rising to 6th out of 100 large organisations.

We're a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we're one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we're held to high standards for environmental and social performance. We're independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.

We're proudly independent, while collaborating internationally through the PKF Global family of firms. Together we're the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.

Your core benefitsFinancial 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

  
  

  Additional information

  
  

• Job title used internally may not align exactly with the title displayed in this advert