Financial Advisor

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

Location: UK, GB

Posted Date: 7/14/2025