Financial Planner

Job description

Financial Planner – London | Established IFA Firm | Succession & Growth Opportunity

A well-established and growing Independent Financial Planning firm is looking to appoint an experienced Financial Planner to join its London team. Following a number of recent acquisitions and the planned exit of several former principals, the firm is now seeking a capable adviser to help service and transition an established client base while continuing to grow new business.

This is a true IFA proposition, offering full independence across products and providers. The role will suit a commercially minded adviser who is comfortable operating in a blended hunter/farmer capacity — inheriting clients through smooth transitions while also developing new relationships over time.

Package

• Salary: £80,000–£85,000 (circa £75,000 if not yet Chartered, depending on experience)

Bonus Structure:

• 20% of salary KPI-based (annual reviews, file quality, compliance standards etc.), paid quarterly
• 25% of written new business
• 25% of year-one recurring income

The KPI element is structured and achievable - the majority of the current team regularly attain full quarterly payments, reinforcing a culture of strong behaviours and consistent standards.

The Role

The incoming adviser will join a team of nine and benefit from a mature, well-funded client base. Many clients are currently aligned to exiting advisers, with structured handovers in place to ensure smooth transitions. This creates a genuine opportunity to inherit relationships while still being encouraged to generate new business over time.

Clients are typically established, mature investors with average portfolios of £900k–£1m+, requiring holistic advice across pensions, investments, tax planning and estate planning.

Ideal Profile

• 5–10 years’ industry experience
• Chartered or working towards Chartered status
• CAS and current SPS required
• Strong cashflow planning capability (Voyant experience needed)
• Experience with VCT, EIS and Business Relief planning advantageous
• Calm, self-sufficient and comfortable managing own diary
• Open to a hybrid model (ideally 3 days in office, subject to client needs)

The culture is professional, experienced and relationship-led. The firm is looking for someone steady, commercially aware and comfortable stepping into an established client environment.

Interview Process

• Stage 1: 30-minute Teams call (culture fit)
• Stage 2: Office meeting (30 minutes) with senior leadership
• Final stage: 1-hour meeting with Directors/CEO
• Offer possible after two stages, depending on process

This is an excellent opportunity for a technically capable Financial Planner looking to join a stable, acquisitive IFA with an established client base and realistic bonus structure.

Extra information

Status

Open

Education Level

Secondary School

Location

Greater London

Type of Contract

Full-time jobs

Published at

10-03-2026

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