Financial Divisions
Chartered Financial Planner
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Chartered Financial Planner – London £75,000 - 80,000 basic + excellent bonus & benefits
We 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. If you are looking for a firm that has no intention of selling to a consolidator, then read on…… This is a rare opportunity to inherit a high‑quality client book from the Head of London office, 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 Good quality leads, referrals, and networking events that can produce a further cAUM£8m PA 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
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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
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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 ursulasloan@financialdivisions.co.uk to arrange a confidential call to discuss further.
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