Chartered Financial Planner – London
£75,000 – 80,000 basic + excellent bonus & benefits
We are seeking a Senior Chartered Financial Planner to join a high‑performing London team within a modern, ambitious, fully independent Chartered Financial Planning firm managing over £1bn AUM. If you are looking for a firm that has no intention of selling to a consolidator, then read on……
This is a rare opportunity to inherit a high‑quality client book from the Head of London office, with average investable assets of £1m+, supported by strong internal lead generation and established professional‑partner relationships.
The Role
- Manage and grow an inherited portfolio of affluent clients
- Good quality leads, referrals, and networking events that can produce a further cAUM£8m PA
- Deliver high‑quality financial planning and cashflow modelling (Voyant preferred)
- Work closely with a strong paraplanning function
- Mentor and support developing advisers
- Build and maintain professional‑partner relationships
- Contribute to process improvement and present at senior/board level
What We’re Looking For
- Chartered Financial Planner
- Experience advising high‑net‑worth clients
- Strong technical knowledge including EIS, VCT, Business Relief
- Confident using cashflow planning tools
- Experience mentoring advisers/paraplanners
- Proven track record of meeting review and new‑business targets
- A client following is welcome but not essential
What’s on Offer
- £80,000 basic salary (capped)
- Attractive bonus and commission structure
- Excellent benefits package
- Inherited client book with significant growth potential
- A dynamic, forward‑thinking environment where Chartered status is the standard
- Clear progression into leadership and strategic influence
About the Firm
You will be joining a well‑established, rapidly growing independent Chartered firm known for its high technical standards, strong internal support, and modern approach to financial planning. The advisory team is supported by experienced paraplanners and a centralised operations function, enabling advisers to focus on client relationships and growth.
Please send your CV to ursulasloan@financialdivisions.co.uk to arrange a confidential call to discuss further.
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