Chartered Financial Planner - London | Hybrid - Salary £75,000 Base + Bonus - #2115649

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

• Manage an established portfolio of circa 100 HNW and UHNW client families
• Conduct annual and ongoing client reviews
• Deliver holistic financial planning advice across:
• Retirement and pension planning
• Investment planning
• Inheritance Tax (IHT) planning
• Estate and succession planning
• Protection planning

• Work closely with clients, their families and professional connections
• Oversee client portfolios and identify planning opportunities as client circumstances evolve
• Maintain strong relationships, generating referrals and introductions through exceptional service
• Collaborate with an experienced paraplanning and administration team to deliver an outstanding client experience

About You

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

What's on Offer

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

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