Job Description
This is a role that will suit an experienced financial planner who understands that the best client relationships in this profession are built quietly, carefully and over many years.
A founder-led financial planning firm with a loyal and established high-net-worth client base is looking for a financial planner to take ownership of a meaningful book of business and deliver the kind of holistic, personalised service that defines everything this firm does. The clients here are known as individuals — their families, their goals and their wider lives all inform the advice they receive — and the adviser stepping into this role will be expected to continue that approach without missing a beat.
The founder has built something rare in an industry that often prioritises volume over depth. The culture is collaborative, thoughtful and genuinely enjoyable, and the work is substantive — spanning pensions and retirement planning, investment management, inheritance and tax planning and protection — underpinned by strong technical and paraplanning support.
This is not a new business role. It is an opportunity to do meaningful work with clients who value the relationship as much as the advice, within a firm that feels the same way about them.
Diploma qualified as a minimum, Chartered status preferred. Experience of working closely with high-net-worth clients in a holistic planning context is important. The right candidate will be as comfortable with the human side of this work as the technical.
Financial Planner, Bournemouth, £60,000 - £80,000 employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
