Senior Financial Planner

Senior Financial Planner focuses on delivering holistic, whole‑of‑market financial planning advice tailored to each client’s objectives, values, and circumstances.

What the role involves

• Delivering holistic, whole‑of‑market financial planning advice tailored to each client’s objectives, values, and circumstances.
• Maintain long‑term, trust‑based relationships with private clients, families, and business owners.
• Delivering structured, meaningful client reviews focused on long‑term outcomes.
• Ensure advice remains suitable, robust, and aligned with clients’ evolving goals over time.
• Maintaining an advanced, current understanding of UK taxation, pensions, investments, trusts, estate planning, and protection.
• Ensure all advice meets FCA regulatory requirements, Consumer Duty expectations, and internal standards.

Skills and requirements

• As a Senior Financial Planner, you will operate with a high degree of trust and autonomy.
• Level 6 financial planning qualification (CII, CISI, or LIBF).
• Authorised to provide regulated financial advice in the UK (CF30 Approved Person or Certified under SM&CR).
• Significant experience delivering holistic, goals‑based financial planning to UK private clients.

Confirmed role details

• Competitive salary and remuneration aligned to advice quality and client retention, not volume.
• Ongoing support for professional development, including CFP™ , STEP and SOLLA progression.

Candidate fit

• Lack the technical confidence to lead advice independently.