Job details.
Published: about 4 months ago
Are you a Chartered financial professional with a passion for high-level client service and innovation in personal finance? Join one of the UK’s fastest-growing FinTechs, redefining how UHNW individuals and families engage with their wealth.
This is a unique opportunity to work with sophisticated clients in Private Equity, Corporate Finance, and Law—offering holistic financial life planning powered by proprietary technology.
The Role
As a Financial Planner, you will:
- Build deep, personal relationships with UHNW clients to understand their life and financial goals
- Develop and manage bespoke Financial Life Strategies—covering cashflow planning, lifetime events, investment advice, and tax
- Leverage in-house investment and financial planning teams to support your advice
- Use cutting-edge internal technology to drive optimal outcomes and provide client feedback to product teams
- Represent the firm at exclusive client and stakeholder events
- Shape your future—progression opportunities include team management, specialist advisory roles, or client portfolio growth
What We're Looking For
Chartered & FCA-regulated (CII, CISI or equivalent)
- 5+ years’ experience in financial services, including 1+ year as an adviser
- Deep understanding of UHNW financial planning including tax wrappers (ISAs, pensions, offshore bonds)
- Skilled in cash-flow modelling and lifetime financial planning
- Warm, detail-oriented, collaborative and solutions-driven approach
- Comfortable advising demanding, high-profile clients
Why Apply?
- Hybrid & flexible working—built for balance
- 25 days’ annual leave + expectation to truly switch off
- Supportive culture with regular socials and a flat hierarchy
- Gym membership, mental health support & more
- 3% pension contribution & family-friendly policies
Bring your expertise to a firm that sits at the top of the advisory structure, with no products to sell—just pure, intelligent, technology-driven advice.
Are you a Chartered financial professional with a passion for high-level client service and innovation in personal finance? Join one of the UK’s fastest-growing FinTechs, redefining how UHNW individuals and families engage with their wealth.
This is a unique opportunity to work with sophisticated clients in Private Equity, Corporate Finance, and Law—offering holistic financial life planning powered by proprietary technology.
The Role
As a Financial Planner, you will:
- Build deep, personal relationships with UHNW clients to understand their life and financial goals
- Develop and manage bespoke Financial Life Strategies—covering cashflow planning, lifetime events, investment advice, and tax
- Leverage in-house investment and financial planning teams to support your advice
- Use cutting-edge internal technology to drive optimal outcomes and provide client feedback to product teams
- Represent the firm at exclusive client and stakeholder events
- Shape your future—progression opportunities include team management, specialist advisory roles, or client portfolio growth
What We're Looking For
Chartered & FCA-regulated (CII, CISI or equivalent)
- 5+ years’ experience in financial services, including 1+ year as an adviser
- Deep understanding of UHNW financial planning including tax wrappers (ISAs, pensions, offshore bonds)
- Skilled in cash-flow modelling and lifetime financial planning
- Warm, detail-oriented, collaborative and solutions-driven approach
- Comfortable advising demanding, high-profile clients
Why Apply?
- Hybrid & flexible working—built for balance
- 25 days’ annual leave + expectation to truly switch off
- Supportive culture with regular socials and a flat hierarchy
- Gym membership, mental health support & more
- 3% pension contribution & family-friendly policies
Bring your expertise to a firm that sits at the top of the advisory structure, with no products to sell—just pure, intelligent, technology-driven advice.
Sector:
- Financial Planning
