Chartered Financial Planner – London Area, United Kingdom (Hybrid – Home Counties)
About the Company
Our client is an award‑winning Chartered Wealth Management practice, supporting individuals, families and business owners to preserve and grow their wealth. Their service goes beyond investment management to encompass lifestyle planning, legacy and estate protection, and long‑term goal setting. With 25+ industry awards and a strong reputation for clarity, integrity and client care, they deliver advice that is both technically robust and genuinely accessible.
About the Role
They are seeking experienced Chartered Financial Planners to join their high‑performing London team. You will provide fully holistic advice, manage complex planning scenarios, and build deep, long‑term relationships within a leading chartered environment.
Key Responsibilities
– Deliver bespoke financial planning across pensions, investments, protection, estate and tax planning.
– Use lifestyle cashflow modelling tools to help clients visualise and plan their financial futures.
– Provide clear, actionable recommendations that balance current needs with long‑term security.
– Work closely with colleagues (paraplanning, administration and fellow advisers) to ensure a seamless client experience.
– Support business development and contribute to ongoing growth initiatives.
Required Qualifications & Experience
– Chartered Financial Planner status (CII or equivalent).
– Strong technical knowledge across pensions, investments and tax planning.
– Proven track record advising high‑net‑worth clients.
– Excellent communication skills and the ability to build trusted relationships.
– Demonstrable commitment to ethical, client‑first advice.
What’s on Offer
– Leading basic salary plus performance‑related bonus.
– Opportunity to work with HNW clients and complex planning cases.
– A genuinely client‑centric, award‑winning chartered firm.
– Full support for ongoing professional development, CPD and advanced qualifications.
– Collaborative culture with a focus on integrity and long‑term client outcomes.
– Central London office, modern working environment and flexible/hybrid options.
Headline Benefits
– 25 days’ holiday plus option to buy additional days.
– Strong employer pension contributions.
– Comprehensive private medical cover.
– Income protection and death‑in‑service benefits.
– Annual wellbeing allowance.
– Cycle to Work and season ticket schemes.
– Matched charitable giving.
Equal Opportunities
The firm is committed to diversity, inclusion and equal opportunity in all hiring and employment practices.
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