Chartered Financial Planner

Salary: £60,000 – £95,000 base (higher if you can bring clients) + competitive ongoing splits (30% - 40%)

Reference: 9998

An established, investment-led wealth management firm in the City of London is seeking a Chartered Financial Planner to join its high-performing advisory team. This is an excellent opportunity for an ambitious adviser looking to develop long-term client relationships in an environment built around high-quality portfolio management and genuinely independent, whole-of-market advice.

About the Firm

The business provides sophisticated wealth management solutions to HNW and mass-affluent clients. You’ll have access to leading investment propositions while retaining the ability to advise across the entire market - including pensions, offshore bonds, tax-efficient structures, retirement planning, and holistic financial strategies.

What You’ll Do

• Deliver independent, tailored financial planning and wealth management advice
• Manage and grow a portfolio of HNW private clients
• Provide technical planning across investments, pensions, offshore solutions, and estate planning
• Maintain annual review processes and deliver ongoing holistic advice
• Work closely with internal in...

Financial Planner
• London, South East England, UK