Senior IFA: Holistic Wealth & High-Net-Worth Planning

Financial Divisions; England; On-site; GBP 75,000 - 110,000; Full time

Job summary

Financial Divisions is seeking an experienced financial planner to take ownership of a meaningful book of business and deliver holistic, personalised service to high-net-worth clients. This founder-led firm values thoughtful, relationship-led advice and provides strong paraplanning support.

The right candidate will blend human understanding with technical excellence across pensions, retirement planning, investments, inheritance, tax planning and protection.

Qualifications

• Diploma qualification is required (minimum).
• Chartered status preferred.
• Experience with high-net-worth holistic planning.

Responsibilities

• Own a meaningful book of high-net-worth clients.
• Provide holistic financial planning including pensions, investments, inheritance and tax planning.
• Deliver personalised service while maintaining strong client relationships.
• Collaborate with paraplanning and investment teams to execute plans.

Skills

Financial planning

Client relationship management

Holistic planning

Education

Diploma

Job description

Financial Divisions is seeking an experienced financial planner to take ownership of a meaningful book of business and deliver holistic, personalised service to high-net-worth clients. This founder-led firm values thoughtful, relationship-led advice and provides strong paraplanning support.

The right candidate will blend human understanding with technical excellence across pensions, retirement planning, investments, inheritance, tax planning and protection.