Senior Financial Planner

Job Title: Senior Financial Planner

Location: Central London | Full-time | Hybrid Working

Salary: £100,000+ Base Salary + Benefits

Job Reference: 9866

We are looking for an experienced Senior Financial Planner to join a highly regarded wealth management firm in Central London. This is an exciting opportunity for a Chartered (or working towards Chartered) adviser to take on high-quality client relationships and deliver truly holistic financial planning.

What you’ll do:

• Provide tailored advice across pensions, investments, tax and estate planning
• Heavy focus on bringing in new business
• Build long-term relationships with high-net-worth clients, guiding them through complex financial decisions
• Use cashflow modelling to create clear, client-centred financial plans
• Collaborate with a dedicated team of paraplanners and support staff to deliver outstanding client service
• Stay at the forefront of technical and regulatory developments

What we’re looking for:

• Chartered / Level 6 Financial Planner (or working towards)
• Proven track record of delivering holistic financial planning to HNW clients
• Strong technical knowledge and excellent communication skills
• Client-focused, values-driven, and committed to long-term relationships

What’s on offer:

• Competitive six-figure package + discretionary bonus
• Hybrid working model with Central London office base
• Full paraplanning and administrative support
• Generous holiday allowance and benefits package
• Professional development and clear career progression

If you’re ready to take your career forward in a firm that values quality advice, client relationships, and professional growth, we’d love to hear from you.

Apply today to explore this opportunity