Senior Independent Financial Planner

D&R Recruitment Limited; England; On-site; GBP 60,000 - 85,000; Full time

Job summary

A leading financial planning firm in Harlow is seeking a Senior Independent Financial Planner to join their client-centric team. The role involves delivering tailored, unbiased financial advice and managing high-net-worth client relationships with full autonomy, supported by robust tools and administration.

Benefits

Flexible working model

Ongoing training and CPD support

Marketing and lead generation support

Qualifications

• 5+ years of experience in financial planning.
• Independent and entrepreneurial mindset.
• RDR-compliant with CAS status preferred.

Responsibilities

• Deliver independent financial advice to clients.
• Build and manage long-term client relationships.
• Create comprehensive financial plans including retirement and investment.

Skills

Interpersonal skills

Communication skills

Client relationship management

Education

Level 6 Chartered Financial Planner

Job description

Job Title: Senior Independent Financial Planner / Chartered Financial Planner

Location: Harlow

Salary: Extremely Competitive + Bonus + Comprehensive Benefits + Full Client Book

Job Type: Full-Time - Employed

Chartered / Senior Financial Planner Overview

A forward-thinking, client-centric financial planning firm dedicated to delivering truly independent, holistic financial advice. It empowers its clients to achieve financial freedom through tailored, unbiased guidance - free from product sales targets or legacy limitations.

Due to continued growth and client demand, it is looking for an experienced and ambitious Senior Independent Financial Planner to join our high-performing team. Preferably chartered.

Chartered / Senior Financial Planner

As a Senior Financial Planner, you'll work with a diverse portfolio of high-net-worth individuals, professionals, and business owners. You'll have full autonomy to advise clients based on their best interests, with access to cutting-edge tools, administrative support, and a robust compliance framework.

Key Responsibilities:

• Deliver independent, whole-of-market financial advice to new and existing clients
• Build and manage long-term client relationships based on trust, transparency, and results
• Create comprehensive financial plans including retirement, investment, tax, and estate planning
• Stay ahead of industry trends and regulatory updates to ensure compliant and value-driven advice
• Collaborate with paraplanners, compliance, and support teams to deliver a seamless client experience

What They Are Looking For:

• Level 6 (Chartered) or working toward Chartered/Certified Financial Planner status
• Minimum 5 years of experience in financial planning, with proven success in a client-facing advisory role
• Independent and entrepreneurial mindset
• Strong interpersonal and communication skills
• Fully RDR-compliant with CAS status preferred

What's On Offer:

• A highly flexible and autonomous working model
• Competitive earnings structure (employed)
• No product push - we support truly independent advice
• Ongoing training and CPD support
• Marketing, lead generation, and back-office support available as needed
• Collaborative and values-driven culture