Financial Advisor in United Kingdom

Job description

Strategic Planner – Private Wealth (Existing Clients)

Location: National coverage – remote with occasional travel

Salary: Competitive + Bonus + Benefits

Are you an experienced Financial Planner looking to focus on delivering expert advice to engaged, existing clients within a supportive, forward-thinking organisation?

Our client, a leading financial wellbeing and retirement planning provider, is seeking a Strategic Planner – Private Wealth (Existing Clients) to join their expanding team. This is a rare opportunity to work with a highly motivated client base comprising professionals and senior executives from some of the UK’s most recognised employers and pension schemes.

The Role

As a Strategic Planner, you'll focus on delivering tailored, regulated financial advice to an established client bank, with occasional involvement in new client engagement. You’ll provide comprehensive financial planning that incorporates tax-efficient strategies, pension income options, and discretionary investment solutions, aligned with the firm’s house view.

• Key responsibilities include:Providing holistic, ongoing financial advice to existing clients.
• Conducting in-depth fact-finding and risk assessments to understand each client's objectives.
• Advising on complex pension arrangements, investment strategies, and company share schemes.
• Working with a team of paraplanners and administrators to ensure high-quality, timely advice delivery.
• Delivering advice virtually or face-to-face, based on client preference.
• Building long-term client relationships with a focus on retention, trust, and value.

About You

• You’re a confident, technically proficient Financial Planner who enjoys delivering high-quality advice and can demonstrate:Competent Adviser Status (CAS) and FCA Registration (CF30)
• Level 4+ financial planning qualifications (AF3, AF7, JO5, or G60 desirable)
• Proven experience working with high-net-worth individuals or workplace scheme members
• Expertise in personal taxation, pension income options, and discretionary investments
• A client-first, results-driven attitude with excellent interpersonal skills
• Ability to deliver advice via both virtual platforms and in-person meetings
• Strong IT skills, including proficiency in MS Teams, Word, and Excel

• Why Join This Firm?Established client bank – minimal cold prospecting
• Dedicated paraplanning, administrative, and appointment-setting support
• Strong brand reputation with longstanding relationships across public and private sectors
• Access to innovative financial education and engagement tools
• Progressive, growing organisation with excellent infrastructure and support
• People-focused culture committed to professionalism and client impact
• Accredited Investors in People employer

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Part-time jobs

Published at

20-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English