Chartered Financial Planner in London Area

Job description

Chartered Financial Planner – London Hybrid – Up to £75k + Bonus

Join an award-winning Chartered IFA with an exceptional reputation and a strong commitment to client excellence. We’re offering an outstanding opportunity for a Chartered Financial Planner to take over a retiring adviser’s established client bank of approximately £35 million AUM.

You’ll be stepping into a ready-made, loyal portfolio and continuing a high-quality advice relationship built on trust, integrity, and results. As a dynamic and experienced adviser, you’ll thrive in a forward-thinking business that prioritises professionalism, independence, and real client outcomes.

The role:

• Servicing and growing an existing, high-quality client bank.
• Delivering holistic financial planning in line with Chartered standards.
• Working within a collaborative, award-winning team.
• Hybrid working model with client meetings in and around London.

What we’re looking for:

• You must be Chartered.
• Proven experience advising HNW clients.
• Strong communication and relationship-building skills.
• A client-centric approach with a passion for quality advice.

What’s in it for you:

• Salary up to £75,000 + generous bonus structure. (Year 1 OTE £100k)
• Supportive, professional culture with full paraplanning and admin support.
• The opportunity to make your mark in a highly respected, growing firm.

If you’re ready to take the next step in your advisory career — with a ready-made client book, top-tier support, and room to thrive — we’d love to hear from you.

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Part-time jobs

Published at

09-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English