Chartered Financial Planner - #2143518

I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team.

This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business.

The Role

You'll be responsible for:

• Delivering high-quality financial planning advice to existing private HNW and UHNW clients
• Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors
• Conducting annual reviews and presenting clear, engaging recommendations
• Growing your client bank through referrals, networking, and professional connections
• Working collaboratively with paraplanning and client support teams
• Supporting a positive, client-focused culture across the wider business

About You

• Chartered/level 6 status
• Experience in financial planning/advice
• Strong track record of client relationship management and business development
• Commercially minded with a proactive and professional approach
• Excellent communication and interpersonal skills
• Comfortable working in a collaborative, technology-enabled environment

What's on Offer

• Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary
• Hybrid/flexible working
• Strong support infrastructure
• Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors.
• Positive and collaborative working culture

Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision.

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