Financial Divisions
Chartered Financial Planner
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🚨 Senior Chartered Financial Planner | London | £80,000 - £85, 000 + Bonus 🚨
I am currently partnering with a highly respected Chartered Independent Financial Planning firm in London that is looking to appoint an experienced Senior Chartered Financial Planner to join their growing team.
One of the strongest Chartered Financial Planner opportunities I've worked on this year. A rare chance to inherit a UHNW client bank, influence the direction of a growing London team, and join a firm with an exceptional reputation in the market.
This is a genuinely exciting opportunity for an ambitious adviser who is looking to take the next step in their career.
✅ Existing UHNW client bank to inherit from day one
✅ Opportunity to step into a leadership and mentoring capacity
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✅ Collaborate with a team of highly qualified Chartered Financial Planners
✅ Play a key role in shaping the future growth of the London office
✅ Join a firm renowned for its client-centric approach and commitment to delivering outstanding client outcomes
The ideal candidate will:
🔹 Hold Chartered Financial Planner status
🔹 Have 5+ years of financial planning/advising experience
🔹 Demonstrate a strong track record of building and maintaining client relationships
🔹 Have experience working with high and ultra-high-net-worth clients
🔹 Be passionate about coaching, collaborating and supporting fellow advisers
🔹 Be excited by the prospect of helping drive the next phase of growth
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Alongside a salary of £80,000 + bonus, this role offers the chance to inherit an established client portfolio, further develop your leadership skills and make a genuine impact within a highly regarded financial planning business.
If you're a Chartered Financial Planner who is considering your next move, or know someone who may be interested, I'd be delighted to have a confidential conversation.
📩 Please get in touch directly or email ursulasloan@financialdivisions.co.uk
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