Chartered Financial Planner - London Hybrid - Up to £75k + Bonus - Financial Divisions : Job Details

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

Financial Divisions

Job Location : London, UK

Posted on : 25/06/2025 - Valid Till : 06/08/2025

Job Description :

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.

Salary : 75000 - 100000

Apply Now!

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