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Financial planner
Financial Planner

Financial Planner

mbf.

Posted 2 days ago, valid for a month

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

Join a leading UK FinTech as a Chartered Financial Planner, focusing on high-net-worth individuals and families.
Candidates should have a minimum of 5 years of experience in financial services, including at least 1 year as an adviser.
The role involves building relationships with clients, developing bespoke financial strategies, and leveraging in-house teams and technology.
The company offers a supportive culture with hybrid working, 25 days of annual leave, and various employee benefits including a 3% pension contribution.
Salary details are not explicitly mentioned, but the role is designed for experienced professionals passionate about innovative financial solutions.

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.

Apply now in a few quick clicks