Full job descriptionWe 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


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