Financial Planner

Chartered Financial PlannerLondon | HybridSalary £75,000 Base + BonusA highly regarded and fully independent Chartered Financial Planning firm is seeking an experienced Chartered Financial Planner to join its growing team in London.This is a rare opportunity for an adviser who enjoys working closely with clients and delivering high-quality holistic financial planning without the pressure of business development targets. The successful individual will inherit and manage an established portfolio of approximately 100 affluent and ultra-high-net-worth families.The role is centred on building long-term relationships and providing expert advice across all aspects of wealth management and financial planning.Key ResponsibilitiesManage an established portfolio of circa 100 HNW and UHNW client familiesConduct annual and ongoing client reviewsDeliver holistic financial planning advice across:Retirement and pension planningInvestment planningInheritance Tax (IHT) planningEstate and succession planningProtection planningWork closely with clients, their families and professional connectionsOversee client portfolios and identify planning opportunities as client circumstances evolveMaintain strong relationships, generating referrals and introductions through exceptional serviceCollaborate with an experienced paraplanning and administration team to deliver an outstanding client experienceAbout YouChartered Financial Planner status (or close to completion)Proven experience advising HNW and/or UHNW clientsStrong technical knowledge across pensions, investments, trusts, estates and tax planningA relationship-led adviser who is passionate about delivering exceptional client outcomesExcellent communication and stakeholder management skillsAbility to manage an existing client bank with professionalism and attention to detailWhat's on OfferBasic salary up to £75,000Performance-related bonusEstablished client portfolio from day oneFully independent advice propositionChartered firm with an excellent reputationHigh-quality HNW and UHNW client baseGenuine long-term career development opportunitiesSupportive and collaborative working environmentThis opportunity would suit an established Financial Planner who values delivering first-class advice and relationship management and is looking to focus on servicing and developing an existing client base rather than undertaking extensive business development activities.For a confidential discussion, please get in touch and email your CV to Ursula at Financial DivisionsTPBN1_UKTJ