Chartered Financial Planner

Chartered Financial Planner – London

£80,000 – £95,000 Basic + Bonus + Full Benefits

Minimum 5 Years’ Experience Required

We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team.

This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice — with the added benefit of inheriting a substantial, recurring-income client bank from day one.

The successful candidate will:

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• Take over an established portfolio of loyal, ongoing clients
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• Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
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• Conduct annual and ongoing reviews
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• Identify planning opportunities to improve client outcomes
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• Work closely with an in-house paraplanning and administration team
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• Operate within a strong compliance and governance framework
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This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.

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• Chartered Financial Planner (CII) status
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• Minimum 5 years’ experience in a client-facing advisory role
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• Strong technical knowledge across pensions, investments and retirement planning
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• Experience managing an existing client bank
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• Professional, consultative and client-centric approach
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• Inherited, well-maintained client portfolio
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• Competitive basic salary (£80k–£95k depending on experience)
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• Performance-related bonus
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• Office based
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• Full paraplanning & admin support
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• Clear progression pathway within a growing firm
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