Senior Financial Planner

https://www.jensonfisher.com/job-search/1748-senior-financial-planner/financial-planner/central-london/job2025-04-16 12:00:092025-05-13Jenson Fisher
Job TypePermanent Full Time
LocationCentral London
AreaCentral London, EnglandCentral LondonEnglandCentral London
SectorFinancial Services - Financial Planner
Salary£100000 - £125000 per annum
Start DateASAP
Advertiserremoteapi
Job RefV-38612
Job Views17
Description
Senior Financial Planner
£100,000 - £125,000, plus Bonus
Central London

Our client is an independent, wealth management firm, providing financial planning and discretionary investment management advice that helps individuals, families and trustees grow and create wealth. Having an expert team of Financial Planners and Investment Managers, approximately 95% of funds under management are placed within their specially created investment portfolios.

They only manage high net worth clients, with a minimum portfolio of £1.5M funds under management. The typical client size is £1.5M-£2.5M FUM, but they also manage UHNW clients.

Existing clients will be handed to you to manage fully, but you must also be capable of managing and presenting at pitches to potential new clients.

Candidate Requirements:

  • Must have a minimum of 5 years experience of independently advising clients
  • Experience of managing high net worth individuals (£1M and above)
  • Exceptional career history: Private Banking, Stockbroker, Wealth Management firms
  • Technically strong within Tax & Financial Planning
  • Strong presentation/pitch skills
  • Strong academic background
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