Senior Financial Planner

In a nutshellAs 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.This role supports both our Salisbury and Poole offices. The successful candidate will be contracted to their nearest Francis Clark Financial Planning office and will typically spend around two days per week in both Salisbury and Poole. Travel to the non-contractual office will be reimbursed in accordance with our expenses policy.What you'll be doing day to dayManaging and developing a portfolio of high-value and complex clientsDelivering tailored financial planning advice across areas such as: retirement planning, investment planning, tax-efficient wealth management, estate and succession planningBuilding lasting client relationships and acting as a trusted adviserAchieving revenue, new business, and assets under advice (AUA) growth targetsDeveloping new business through networking, referrals, professional connections, and business development activitiesWorking closely with Paraplanners and Client Executives to deliver an outstanding client experienceSupporting the Regional Leader in driving team performance and strategic growthMentoring and supporting junior Financial Planners and contributing to their developmentIdentifying opportunities to improve processes, embrace technology, and enhance operational efficiencyMaintaining the highest standards of regulatory compliance and professional conductAbout youWe'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 higherProven experience delivering regulated financial advice to complex and high-net-worth clientsStrong knowledge of FCA regulations and compliance requirementsA successful track record of winning new business and growing client relationshipsExperience developing solutions across tax, retirement, investment, and estate planningStrong networking and business development capabilitiesExcellent communication and relationship-building skillsA collaborative, client-focused approachStrong organisational skills and the ability to manage multiple prioritiesExperience using financial planning software, CRM systems, and Microsoft Office applicationsWhy work at PKF Francis ClarkAs 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 thats right for you.Established in 1919, weve 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 UKs Best Workplaces, rising to 6th out of 100 large organisations.Were 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, were one of The Sunday Times Top 100 Apprenticeship Employers.Being a Certified B Corp means were held to high standards for environmental and social performance. Were independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.Were proudly independent, while collaborating internationally through the PKF Global family of firms. Together were the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.Your core benefitsFinancial wellbeingGroup personal pension to help you build your future savings through employer and employee contributionsGroup life assurance providing cover up to four times your basic annual salaryGroup income protection available after six months serviceHealth cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full-time education) and the option to add a partner or spouseMental wellbeingCounselling and emotional support for you and your immediate familyVirtual GP and second opinion services for you and your immediate familyAccess to trained Mental Health First Aiders for confidential, peer to peer supportPhysical wellbeingCycle to work scheme, with the option to purchase a bike and accessories up to £4,000*Discounted membership at gyms, pools and studios across the UKDigital health and wellbeing tools available through the employee health cash planSupport for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing supportAdditional benefitsFamily friendly benefits, including enhanced pay, family leave coaching sessions and a parent networkThe option to buy up to five extra days of holiday (pro rata for part-time colleagues) *One paid volunteering day each year to support local organisationsElectric vehicle lease scheme (grade and pay criteria apply) *Gifts to mark key career and family milestonesExpert led webinars on mental, physical and financial wellbeingFrancis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship* These benefits are provided via a salary exchange and are subject to employees post exchange hourly rate remaining above the national minimum wageAdditional informationJob title used internally may not align exactly with the title displayed in this advertTPBN1_UKTJ