Financial Planner
Job in
London, Greater London, W1B, England, UK
Listed on 2026-08-19
Listing for:
Financial Divisions (City) LLP
Full Time
position Listed on 2026-08-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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
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