Senior Chartered Financial Planner – London - on site - £75,000 - £80,000 Basic + Bonus
other jobs Financial Divisions
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £75,000 - £80,000 per annum
Job Description:
Full job descriptionMy client is entering an exciting phase of growth — and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm’s trajectory.
This is not a typical adviser role. It’s a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets), previously managed by a senior leader who is transitioning into a strategic role. You’ll inherit deep, long-standing relationships while also shaping the next chapter of growth.
Why This Role Stands Out
*£75-80k basic salary plus bonus + commission
*Immediate access to a premium UHNW client book
*Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint
*Highly collaborative, visible role with direct influence across the business
*Clear progression into leadership or management as the firm scales
*Backed by strong marketing, lead generation, and a forward-thinking executive team
*A firm with serious, credible growth plans — and the investment to match
What You’ll Be Doing
*Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs
*Delivering sophisticated, fully independent financial planning at Chartered level
*Working closely with senior leadership as the business continues its expansion
*Playing a key role in shaping client strategy, proposition development, and best practice
*Collaborating with a high-performing team across advice, investment, and operations
*Contributing to business growth through both inherited relationships and new opportunities
What We’re Looking For
*Chartered Financial Planner (Level 6) – essential for this role
*Extensive experience advising HNW/UHNW clients
*Strong technical capability across pensions, investments, tax planning, and estate planning
*A relationship-builder who can inspire trust and deliver exceptional client outcomes
*Someone ambitious, commercially minded, and ready for a role with visibility and influence
*A team-player who thrives in a collaborative, modern, growth-driven environment
To discuss confidentially, please send your CV to Ursula at Financial Divisions
This is not a typical adviser role. It’s a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets), previously managed by a senior leader who is transitioning into a strategic role. You’ll inherit deep, long-standing relationships while also shaping the next chapter of growth.
Why This Role Stands Out
*£75-80k basic salary plus bonus + commission
*Immediate access to a premium UHNW client book
*Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint
*Highly collaborative, visible role with direct influence across the business
*Clear progression into leadership or management as the firm scales
*Backed by strong marketing, lead generation, and a forward-thinking executive team
*A firm with serious, credible growth plans — and the investment to match
What You’ll Be Doing
*Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs
*Delivering sophisticated, fully independent financial planning at Chartered level
*Working closely with senior leadership as the business continues its expansion
*Playing a key role in shaping client strategy, proposition development, and best practice
*Collaborating with a high-performing team across advice, investment, and operations
*Contributing to business growth through both inherited relationships and new opportunities
What We’re Looking For
*Chartered Financial Planner (Level 6) – essential for this role
*Extensive experience advising HNW/UHNW clients
*Strong technical capability across pensions, investments, tax planning, and estate planning
*A relationship-builder who can inspire trust and deliver exceptional client outcomes
*Someone ambitious, commercially minded, and ready for a role with visibility and influence
*A team-player who thrives in a collaborative, modern, growth-driven environment
To discuss confidentially, please send your CV to Ursula at Financial Divisions
Job number 3737658
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Company Details:
Financial Divisions
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