Chartered Financial Planner – London - £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.

This is a rare opportunity to inherit a high-quality client book 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


• 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

• 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

• £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

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 Ursula at Financial Divisions to arrange a confidential call to discuss further

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