Chartered Financial Planner

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 Opportunity 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.

About You 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 What’s on Offer 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