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Posted 21 July, 2026

Chartered Financial Planner

Resource Matters Ltd
London, ENG, GB Full Time

Job Description

Chartered Financial Planner, London

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£80k-£90k Basic + Package + bonus scheme

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A directly authorised and non-PE-backed financial planning firm, is seeking a Chartered Financial Planner to join its London office. This is an excellent opportunity for an experienced adviser who would like to develop within a supportive, professional, and forward-thinking environment.

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The Chartered Financial Planner Role:

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· Manage and develop a portfolio of existing clients.

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· Build and maintain long-term, trusted relationships with clients.

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· Deliver high-quality, compliant financial advice tailored to each client

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· Benefit from world class back-office support.

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. No requirement to bring an existing client bank.

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Chartered Financial Planner role ideal requirements:

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· Level 6 Chartered Financial Planner status.

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· Current CAS and SPS status.

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· Proven experience in a financial planning or advisory role.

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· Strong client relationship management and communication skills.

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· A desire to grow within a supportive, professional, and dynamic firm.

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To apply or find out more, please contact Richard Harding quoting Ref: 86542