Senior Financial Planner

Senior Financial Planner

Application Deadline: 13 November 2026

Department: Financial Planning

Employment Type: Full Time

Location: St. Albans

Reporting To: Joe Fisher

Description

You'll manage and develop a portfolio of clients that includes higher-value and more complex cases. Some will be moving across from existing advisers, and some will be joining through recent acquisitions. Alongside your own client bank, you'll act as a technical point of reference in the office and support the development of less experienced colleagues.

To help you grow new business, you'll be supported by company-provided leads, including Trusted Advisor, Lumin News, seminars and our wider marketing activity.

Key Responsibilities

• Managing and developing a portfolio of clients, building long-term relationships based on a genuine understanding of their goals
• Taking a lead role on complex and higher-risk cases, making sure advice is robust, well evidenced and clearly documented
• Delivering compliant advice across investments, pensions, protection and wider financial planning
• Working closely with paraplanning support to produce suitability reports and recommendations
• Generating new business and developing existing client relationships, working towards KPIs aligned with your seniority
• Guiding less experienced planners on complex cases, and supporting the onboarding and development of junior planners and paraplanners
• Contributing to the firm's technical standards, templates and best practice

Skills, Knowledge and Expertise

• Minimum Level 4 Diploma in Financial Planning (or equivalent) required
• Extensive advisory experience, including complex case work
• A track record of managing higher-value client relationships
• The ability to generate and develop new business
• Experience coaching or mentoring colleagues, or the clear ability to do so
• A professional, ethical, client centric approach and a credible presence with clients and colleagues

Benefits

• Company pension with 3% employer contributions, plus the option to invest in our actively managed models
• 25 days' holiday (pro rata)
• An extra day off for your birthday
• Option to buy 5 additional days' leave through salary sacrifice
• Access to our Electric Vehicle Salary Sacrifice Scheme
• Training and development support, with career growth opportunities
• A supportive team culture with company events throughout the year
• Access to our competitive adviser bonus scheme

Available after successful completion of probation.