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