Chartered Financial Planner - London | Hybrid - Salary £75,000 Base + Bonus

A 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 Responsibilities

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• Manage an established portfolio of circa 100 HNW and UHNW client families
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• Conduct annual and ongoing client reviews
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• Deliver holistic financial planning advice across:
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• Retirement and pension planning
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• Investment planning
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• Inheritance Tax (IHT) planning
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• Estate and succession planning
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• Protection planning
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• Work closely with clients, their families and professional connections
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• Oversee client portfolios and identify planning opportunities as client circumstances evolve
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• Maintain strong relationships, generating referrals and introductions through exceptional service
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• Collaborate with an experienced paraplanning and administration team to deliver an outstanding client experience
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About You

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• Chartered Financial Planner status (or close to completion)
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• Proven experience advising HNW and/or UHNW clients
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• Strong technical knowledge across pensions, investments, trusts, estates and tax planning
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• A relationship-led adviser who is passionate about delivering exceptional client outcomes
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• Excellent communication and stakeholder management skills
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• Ability to manage an existing client bank with professionalism and attention to detail
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What's on Offer

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• Basic salary up to £75,000
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• Performance-related bonus
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• Established client portfolio from day one
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• Fully independent advice proposition
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• Chartered firm with an excellent reputation
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• High-quality HNW and UHNW client base
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• Genuine long-term career development opportunities
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• Supportive and collaborative working environment
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This 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 Divisions