Chartered Financial Planner

Overview

In this role you will provide holistic financial planning to high-net-worth clients from a London-based team within a growing, award-winning firm. You will nurture long-term relationships while contributing to the firm’s ambitious growth and high-standard client service. The role combines delivering tailored advice with collaborative support across paraplanning and client services in a tech-enabled environment. You will have opportunities to mentor and progress as the business expands, shaping its future advisory capability.

Pay / Benefits

• Competitive salary up to circa 100,000
• Bonus structure up to 35% of salary
• Hybrid/flexible working
• Strong support infrastructure
• Career progression opportunities
• Mentoring and leadership potential

Responsibilities

• Deliver high-quality financial planning advice to existing private HNW and UHNW clients
• Manage and develop ongoing client relationships to facilitate smooth transitions from existing directors
• Conduct annual reviews and present clear, engaging recommendations
• Grow client bank through referrals, networking, and professional connections
• Collaborate with paraplanning and client support teams
• Support a positive, client-focused culture across the wider business

Key requirements

• Chartered/level 6 status
• Experience in financial planning/advice
• Strong track record in client relationship management and business development
• Commercially minded with a proactive and professional approach
• Excellent communication and interpersonal skills
• Comfortable working in a collaborative, technology-enabled environment

• excellent communication
• relationship management
• collaboration
• proactive mindset
• professional demeanor

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