Senior Financial Planner

Financial planning in Truro

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.

Managing and developing a portfolio of high-value and complex clients

Delivering tailored financial planning advice across areas such as: r etirement planning, i nvestment planning, t ax-efficient wealth management, e state 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 and social performance. We’re independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.

We’re proudly independent, while collaborating internationally through the PKF Global family of firms. Together we’re the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.

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

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

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

Job title used internally may not align exactly with the title displayed in this advert

To apply for the Senior Financial Planner role click the ‘Apply now’ button below.

If you don't have an up-to-date CV or if you would like an informal chat about the role before applying then please contact James Beck on: [email protected] .

PKF Francis Clark is an Equal Opportunities employer with a strong and passionate commitment to diversity, equity, and inclusion. We’re dedicated to fostering a work environment that supports, inspires, and respects all individuals. We do not discriminate based upon age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation, or any other applicable legally protected characteristic.

We welcome and encourage applications from people of all backgrounds and all aspects of employment at PKF Francis Clark are based on merit, qualifications, and business needs. We’re committed to providing reasonable adjustments or accommodations for applicants, so if you need assistance or support during the recruitment process please let us know. We promise to reply to all applications.