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Senior Financial Planner – Professional Practice based IFA

Key Job Features

Job Type: Permanent
Reference: 592
Location: London, home-based
Other: £150,000 1st Year Total Reward + Equity + Benefits


Senior Financial Planner – Professional Practice based IFA

London, Home based    

£150,000 1st Year Total Reward + Equity + Benefits

This is an exciting opportunity for a Financial Planner (Chartered or working towards) to join an award-winning Financial Planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. 

Being at full capacity, our client is looking for a high-calibre Senior Financial Planner to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances.

You will inherit HNW / UHNW clients from a Director within the business as well as benefitting from readily available, high quality leads from its Accountancy parent with an average case size of £750,000 - £1m+. You will therefore need to build strong, trusting relationships with the Partners and Accountants within the firm and have a track record of working collaboratively with professional partners on complex planning cases.

To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers, and will be comfortable advising on specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice.

If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to  or call Tim Terrell (01761 252 538) for an initial discussion.

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