Senior Financial Planner
UK Visa Sponsorship Analytics
Occupation Type
Finance and investment analysts and advisers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£45,800
(£23.49 per hour)
Occupation rate applies
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Description
Senior Financial Planner | UK-Wide | Hybrid | Permanent | Competitive Salary + Bonus
The Firm
We’re supporting a leading UK professional services and wealth management firm seeking an experienced Senior Financial Planner to join its growing Wealth team. Known for its collaborative culture and client-first approach, the firm combines professional excellence with a modern, flexible working environment. This is a chance to contribute your expertise while being supported in a culture that values your ideas, development, and ambition.
Why this role is exciting
The Firm
We’re supporting a leading UK professional services and wealth management firm seeking an experienced Senior Financial Planner to join its growing Wealth team. Known for its collaborative culture and client-first approach, the firm combines professional excellence with a modern, flexible working environment. This is a chance to contribute your expertise while being supported in a culture that values your ideas, development, and ambition.
Why this role is exciting
- Take ownership of a diverse portfolio of clients, including private individuals, business owners, and high-net-worth clients.
- Deliver holistic, strategic financial planning advice across investments, pensions, protection, and estate planning.
- Collaborate with a supportive in-house team of specialists and paraplanners to provide seamless client solutions.
- Work in a flexible, hybrid model, balancing remote and in-office working across UK locations.
- Grow your career in a forward-thinking firm investing heavily in its Wealth division.
Key Responsibilities
- Deliver tailored, comprehensive financial planning advice to help clients achieve their goals.
- Build, manage, and nurture long-term client relationships based on trust and exceptional service.
- Collaborate across teams to identify opportunities and provide integrated solutions.
- Keep up to date with market developments, legislation, and regulatory changes to ensure best practice.
- Support business growth through proactive networking, referrals, and client relationship development.
- Qualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this).
- Proven experience delivering holistic financial advice in a professional environment.
- Strong interpersonal and communication skills with a genuine client-focused mindset.
- Commercially aware and able to identify opportunities for clients and the business.
- Collaborative, proactive, and growth-oriented, with the ability to work independently.
- Competitive salary with performance-based bonus and benefits.
This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out.
→ Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success.
→ Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability.
→ A culture built on trust, not hierarchy
High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued.
→ A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future.
→ Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice.
In short, if you are looking for:
• Faster progression with meaningful responsibility
• Smart, supportive colleagues who care about quality and outcomes
• Challenging, impactful work with clients who value your expertise
• A workplace where your voice truly matters
…this is a place to build a career you can be proud of – professionally and personally.
→ A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future.
→ Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice.
In short, if you are looking for:
• Faster progression with meaningful responsibility
• Smart, supportive colleagues who care about quality and outcomes
• Challenging, impactful work with clients who value your expertise
• A workplace where your voice truly matters
…this is a place to build a career you can be proud of – professionally and personally.