Financial Planner

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
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