Financial Advisor

Strategic Planner – Private Wealth (Existing Clients)Location: National coverage – remote with occasional travelSalary: Competitive + Bonus + BenefitsAre 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 RoleAs 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 YouYou’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 membersExpertise in personal taxation, pension income options, and discretionary investmentsA client-first, results-driven attitude with excellent interpersonal skillsAbility to deliver advice via both virtual platforms and in-person meetingsStrong IT skills, including proficiency in MS Teams, Word, and ExcelWhy Join This Firm?Established client bank – minimal cold prospectingDedicated paraplanning, administrative, and appointment-setting supportStrong brand reputation with longstanding relationships across public and private sectorsAccess to innovative financial education and engagement toolsProgressive, growing organisation with excellent infrastructure and supportPeople-focused culture committed to professionalism and client impactAccredited Investors in People employer

Created: 2025-08-01