Chartered Financial Planner in London Area

Job description

Chartered Financial Planner – London 1st year OTE £150k

Join a prestigious, award-winning Chartered IFA firm based in the heart of London, known for delivering truly independent financial advice with integrity, expertise, and a personal touch.

We are seeking a Chartered Financial Planner who is passionate about helping clients navigate life’s financial complexities. You’ll be part of a dynamic team of professionals committed to excellence, innovation, and putting clients first.

What We Offer:

• A highly respected and independently owned firm with full Chartered status
• A collaborative and forward-thinking culture
• Access to a loyal and diverse client base
• Ongoing professional development and growth opportunities
• Competitive remuneration package and performance incentives

What You’ll Do:

• Provide bespoke financial planning to high-net-worth individuals and families
• Manage a book of existing clients and grow through referrals and networks
• Compile strategic solutions in areas including retirement planning, investment strategy, estate planning, IHT, EIS’s, VCT’s and more
• Build long-term, trusting client relationships
• Stay ahead of regulatory changes and financial trends

What You Bring:

• Chartered Financial Planner status (or working towards it)
• A track record of ethical, client-focused advice
• Technical expertise
• Excellent communication skills and commercial awareness
• Ambition, self-motivation, and a genuine desire to make a difference

Take the next step in your career with a firm that values authenticity, independence, and meaningful client impact.

Based in London Full-time Confidential inquiries welcome

Apply today and redefine what great financial planning looks like.

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Part-time jobs

Published at

17-07-2025

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