More jobs:
Senior Chartered Financial Planner on site
Job in
London, Greater London, W1B, England, UK
Listed on 2026-06-07
Listing for:
Financial Divisions
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory.
This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets), previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth.
Why This Role Stands Out- £75-80k basic salary plus bonus + commission
- Immediate access to a premium UHNW client book
- Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint
- Highly collaborative, visible role with direct influence across the business
- Clear progression into leadership or management as the firm scales
- Backed by strong marketing, lead generation, and a forward-thinking executive team
- A firm with serious, credible growth plans - and the investment to match
- Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs
- Delivering sophisticated, fully independent financial planning at Chartered level
- Working closely with senior leadership as the business continues its expansion
- Playing a key role in shaping client strategy, proposition development, and best practice
- Collaborating with a high-performing team across advice, investment, and operations
- Contributing to business growth through both inherited relationships and new opportunities
- Chartered Financial Planner (Level
6) - essential for this role - Extensive experience advising HNW/UHNW clients
- Strong technical capability across pensions, investments, tax planning, and estate planning
- A relationship-builder who can inspire trust and deliver exceptional client outcomes
- Someone ambitious, commercially minded, and ready for a role with visibility and influence
- A team-player who thrives in a collaborative, modern, growth-driven environment
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×