As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals. You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.
Alongside managing your own client portfolio, you'll support colleagues, mentor junior team members, and help drive continuous improvement across our financial planning business.
What you'll be doing day to day- Managing and developing a portfolio of high-value and complex clients
- Delivering tailored financial planning advice across areas such as: retirement planning, investment planning, tax-efficient wealth management, estate and succession planning
- Building lasting client relationships and acting as a trusted adviser
- Achieving revenue, new business, and assets under advice (AUA) growth targets
- Developing new business through networking, referrals, professional connections, and business development activities
- Working closely with Paraplanners and Client Executives to deliver an outstanding client experience
- Supporting the Regional Leader in driving team performance and strategic growth
- Mentoring and supporting junior Financial Planners and contributing to their development
- Identifying opportunities to improve processes, embrace technology, and enhance operational efficiency
- Maintaining the highest standards of regulatory compliance and professional conduct
We're looking for an experienced Financial Planner who combines excellent technical expertise with commercial awareness and a genuine passion for helping clients achieve their goals.
You'll ideally have:
- Level 6 Advanced Diploma in Financial Planning (or equivalent) or higher
- Proven experience delivering regulated financial advice to complex and high-net-worth clients
- Strong knowledge of FCA regulations and compliance requirements
- A successful track record of winning new business and growing client relationships
- Experience developing solutions across tax, retirement, investment, and estate planning
- Strong networking and business development capabilities
- Excellent communication and relationship-building skills
- A collaborative, client-focused approach
- Strong organisational skills and the ability to manage multiple priorities
- Experience using financial planning software, CRM systems, and Microsoft Office applications
As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that's right for you.
Established in 1919, we've grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.
We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.
For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces, rising to 6th out of 100 large organisations.
We're a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we're one of The Sunday Times Top 100 Apprenticeship Employers.
Being a Certified B Corp means we're held to high standards for environmental…
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