Full job description

Chartered Financial Planner – London
£80,000 – £95,000 Basic + Bonus + Full Benefits
Minimum 5 Years’ Experience Required
We’re currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team.
This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice — with the added benefit of inheriting a substantial, recurring-income client bank from day one.
The OpportunityThe successful candidate will:
*Take over an established portfolio of loyal, ongoing clients
*Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
*Conduct annual and ongoing reviews
*Identify planning opportunities to improve client outcomes
*Work closely with an in-house paraplanning and administration team
*Operate within a strong compliance and governance framework
This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.
About You*Chartered Financial Planner (CII) status
*Minimum 5 years’ experience in a client-facing advisory role
*Strong technical knowledge across pensions, investments and retirement planning
*Experience managing an existing client bank
*Professional, consultative and client-centric approach
What’s on Offer*Inherited, well-maintained client portfolio
*Competitive basic salary (£80k–£95k depending on experience)
*Performance-related bonus
*Office based
*Full paraplanning & admin support
*Clear progression pathway within a growing firm