Private Client Planner

Chartered Financial Planner | Client-Centric Advisory Role

Are you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice?

An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close-knit advisory team (pods). This role is designed for a senior planner who enjoys long-term client stewardship, strategic financial planning and shared accountability with colleagues.

You will take a lead role in shaping and delivering sophisticated, holistic financial planning solutions, working closely with fellow planners and support professionals to ensure exceptional outcomes for clients and sustainable growth for the team.

Trusted Client Relationships

• Build, nurture and maintain long-term client relationships through proactive, high-touch service
• Combine technical precision with emotional intelligence to earn trust and inspire confidence
• Identify planning opportunities and generate referrals through the strength of client relationships

Holistic & Strategic Financial Planning

• Deliver lifestyle-led, holistic financial planning tailored to clients’ long-term goals
• Provide strategic oversight using complex cashflow modelling and clear articulation of investment philosophy
• Advise across retirement planning, tax efficiency, estate and succession planning, protection, investments and behavioural risk
• Implement and maintain appropriate planning structures, including trusts and corporate solutions

Technical Excellence & Governance

• Analyse existing arrangements to identify risks, opportunities and planning efficiencies
• Research, justify and implement suitable advice solutions supported by high-quality suitability reports
• Work collaboratively with paraplanning, technical and compliance colleagues
• Maintain accurate, compliant records in line with regulatory standards

About You

You are:

• A professional planner who views financial planning as a vocation, not a transaction
• A trusted relationship builder with high emotional intelligence and clear communication
• A strategic thinker who simplifies complexity into confident, actionable planning
• Technically strong, with depth of knowledge and assured delivery
• A leader who balances multiple priorities while maintaining high standards
• Values-driven, demonstrating integrity, care and positivity
• Proactive and accountable, taking ownership of outcomes

Experience & Qualifications

• Chartered Financial Planner status
• Significant experience in an ongoing, servicing-focused advisory role
• Strong technical knowledge across pensions, investments, tax and estate planning
• Advanced cashflow modelling experience (e.g. Voyant, Truth, CashCalc or similar)
• Proven track record of long-term client retention and referral generation

Why Join?

This firm believes financial planning is built on judgement, integrity and enduring relationships - for both clients and colleagues.

This is an opportunity to join a firm that is intentionally different from large, acquisition-led consolidators - where clients are not treated as numbers and advisers are trusted professionals.

Please apply below if you feel this is your next step, and would like more information on the firm and role.