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Senior Partner – 07769971761 – ursulasloan@financialdivisions.co.uk Recruitment of Financial Advisers, Paraplanner’s, IFA Admin, Mortgages -…
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.
If you have a following of clients, this would be advantageous (not essential)
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 or close to obtaining
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.
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.
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Other
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