Financial Planner

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.