Chartered Financial Planner

3 days ago Be among the first 25 applicants

Direct message the job poster from Financial Divisions

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

Referrals increase your chances of interviewing at Financial Divisions by 2x

Sign in to set job alerts for “Financial Planner” roles.

London, England, United Kingdom 4 days ago

Associate - PJT Park Hill (Private Capital Solutions)

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 3 months ago

London, England, United Kingdom 3 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

Quilter - Trainee Financial Adviser Programme - London

Greater London, England, United Kingdom 4 weeks ago

City Of London, England, United Kingdom 4 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 month ago

Hillingdon, England, United Kingdom 2 weeks ago

Amberside Advisors - Financial Advisory Transaction Lead

London, England, United Kingdom 1 month ago

London, England, United Kingdom 4 months ago

London, England, United Kingdom 4 days ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 3 days ago

London, England, United Kingdom 1 month ago

Associate - Private Capital Advisory - Secondaries

London, England, United Kingdom 1 week ago

Croydon, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr