Private Client Planner

We’re proud to introduce a key role within our Financial Planning team at Henwood Court, our Private Client Planner.

As our dedicated Private Client Planner, you’ll sit at the heart of long term client relationships, becoming the trusted adviser clients and their families rely on through every stage of life. Working within your team, you’ll lead ongoing strategy, deliver sophisticated lifestyle financial planning and ensure every client experiences clarity, confidence and continuity.

This is a rare opportunity to step into a role built around deep relationships, technical excellence and leadership. You’ll be supported by strong operational infrastructure, a collaborative culture and a firm that values judgement, integrity and professional standards above all else.

If you’re a Chartered Financial Planner who thrives on strategic oversight, complex planning and nurturing long term client relationships, we’d love to hear from you.

Click below to view the full role profile and apply today:

Open job role document