Chartered Financial Planner

Chartered Financial Planner

Location: City of London

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.

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.

• 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 investment specialists and paraplanning support
• Adhere to FCA regulations and deliver consistently high compliance standards
• Build long-term client relationships through outstanding service and trust

• Base salary: £60,000–£95,000 (negotiable, with higher packages available for advisers bringing an established client bank)
• Revenue share: Competitive ongoing earnings splits of 30%–40% on continuing business
• Full administrative and paraplanning support
• Access to an established investment proposition and research team
• Hybrid working options (City office base)
• Genuine long-term career progression within a growing wealth management group

• Chartered Financial Planner (CII Chartered status essential or very close to completion)
• High technical competency in investment planning, pensions, and offshore products
• Proven experience managing HNW client relationships
• Strong business development skills, ideally with transferable assets or introducer relationships
• Ethical, client-first approach to holistic advice

Excellent communication and presentation skills