Job description

  • Location:
  • Employee Type:
  • Department:
    Financial Planning Team
  • Division:
    IWI Financial Planning
  • Employment Type:
    Full time
  • Salary:

Senior Financial Planning Director (5093)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Senior Financial Planning Director

About the team:

Guildford Financial Planning.  Managing a team of financial planners and working collaboratively with the wider office function. 

About the role:

  • Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
  • Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly.   To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
  • Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue.
  • Engage with change as roles transition to a Wealth Planner advice model.
  • To consider the opportunities to add value to a client relationship with the services from the wider Investec Group.

About you:

  • High level of technical knowledge required in all aspects of financial planning. Good investment knowledge.
  • Fully qualified with Chartered status (or equivalent) preferred or we'd consider someone with progress to chartered status.
  • Can demonstrate alignment with the client centric ethos of the firm
  • Embedded in our culture is a sense of belonging and inclusion.  To share this responsibility to support an environment in which everyone is free to express themselves.
  • Ideally qualification & experience of Defined Benefit Pension Scheme transfers, although not essential.

Other attributes that would be helpful, but not essential for the role:

  • Needs to be able to manage time effectively.
  • Timely servicing of existing clients and meet deadlines.
  • Strong relationships required with peers and the ability to build relationships.
  • Empathetic approach to team members and a rapport within the wider FP and Investment Management business.
  • Ability to maintain own CPD and technical excellence whilst handling client duties.
  • Ability to promote Financial Planning / Wealth Planning in the most positive light.
  • Ability to engage in dialogue with investment managers and team leaders within Guildford office.
  • Calm, methodical and with a long term commercial view.
  • Able to work well within a team environment.
  • To mentor colleagues to help with organic growth and sustainability
  • Able to quickly build trust and confidence in all business relationships.


Close map
Unit 4, The Billings, 3 Walnut Tree Close, Guildford, UK, GU1 4UL

Meet the recruiter

Louise Radcliffe

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Private Medical Cover
Virtual GP
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Psychologist Service
Annual Leave
Life Assurance