Senior Financial Planner

In a nutshell

Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
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.
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 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
About you
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
Why work at PKF Francis Clark
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 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. xwwtmva Together were the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.
Your core benefits
Financial wellbeing
Group personal pension to help you build your future savings through employer and employee contributions
Group life assurance providing cover up to four times your basic annual salary
Group income protection available after six months service
Health 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 spouse
Mental wellbeing
Counselling and emotional support for you and your immediate family
Virtual GP and second opinion services for you and your immediate family
Access to trained Mental Health First Aiders for confidential, peer to peer support
Physical wellbeing
Cycle 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 UK
Digital health and wellbeing tools available through the employee health cash plan
Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support
Additional benefits
Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
The 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 organisations
Electric vehicle lease scheme (grade and pay criteria apply) *
Gifts to mark key career and family milestones
Expert led webinars on mental, physical and financial wellbeing
Francis 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 wage
Additional information
Job title used internally may not align exactly with the title displayed in this advert