Chartered Financial Planner - #2121960

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:

• Take over an established portfolio of loyal, ongoing clients
• Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
• Conduct annual and ongoing reviews
• Identify planning opportunities to improve client outcomes
• Work closely with an in-house paraplanning and administration team
• Operate within a strong compliance and governance framework

This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.

• Chartered Financial Planner (CII) status
• Minimum 5 years’ experience in a client-facing advisory role
• Strong technical knowledge across pensions, investments and retirement planning
• Experience managing an existing client bank
• Professional, consultative and client-centric approach

• Inherited, well-maintained client portfolio
• Competitive basic salary (£80k–£95k depending on experience)
• Performance-related bonus
• Office based
• Full paraplanning & admin support
• Clear progression pathway within a growing firm