Chancery Lane
Financial planner / client manager
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Financial planner / client manager
Financial Planner / Client Manager – Retirement Specialist (Central London)
We’re seeking an experienced Financial Planner or Client Manager to join our specialist wealth management team in central London. Our focus? The critical financial decision of our clients’ lives—ensuring reliable retirement income without disappointment. No 'Plan B' eulogies, just expert, independent guidance tailored precisely to their needs.
About the Role
Being accountable for £1m+ pension income portfolios for clients in later life—core to what we do—demands a sharp eye for detail, a passion for precision, and an unwavering commitment to reliability. This is the role the industry often labels "the nastiest job in finance"—and rightly so. Why? Because getting it wrong is dire, but getting it right can transform a client’s entire later life.
What We Offer
- A purpose-driven wealth team that operates with independence, diversity, and no sales bias.
- Holistic portfolio management across 11 platforms and 47+ fund managers, across ~£200m in assets for 150+ families.
- Deep expertise you trust. Our data-led approach prioritises clarity, adaptability, and client-centred solutions.
- A meaningful, discerning peer group. No fluff, no superficial targets—just expert discussion, research-based clarity, and loyalty to strong judgement.
- Yours to experience. We measure our depth of care in time, not time-off. If pondering a chaotic retirement landscape excites you, we’d love to talk.
Responsibilities
Day-to-Day Core Tasks
- Proactive Service Management:
- Carefully managing £1m+ personal pension incomes for retired or ageing clients across their lifetimes.
- Delivering hyper-personalised, reliable income solutions accompanied by clarity and context.
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Portfolio Innovation:
- Designing and maintaining bespoke portfolios optimised for steady income rather than market performance chasing.
- Advising on positioning assets to capture deflections from risk—strategy over speculation.
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Strategic Cashflow Consultation:
- Assessing client lifestyles, longevity needs, and priorities—determining 'what they need,' 'when they need it,' and 'for how long.'
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Compliance & Client Clarity:
- Authoring FCA-scrutable suitability and review reports, ensuring clients understand their plans without jargon rather than technical fluff.
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Complex Multi-Platform Management:
- Co-cordinating investments across 11+ platforms, multiple fund families, and fifty-seven+ categorised fund managers—ensuring assets are deployed competently, efficiently, and without bias.
Requirements
Prerequisites (Essential)
- Hands-on experience with real-world retirement income planning for substantial client portfolios.
- Certifications in financial planning standards (e.g., Chartered Status, CII’s R08/Diploma, or equivalent).
- Industry-accepted technical edge with ongoing critical curiosity—never resting on reputation alone.
Attitude & Aptitude (Critical Creative Mindset)
- We despise mediocrity, adore intellectual rigor. You must want to test ideas rigorously—we’re ** Always Right About Doing Better.** [**The status quo’s ally? Not here.]
- Advising comes with attitude. The monetary choices your clients make will influence their emotional wellbeing as retirees. Beyond net sums, the reassurance, explanation, empathy, and realism you bring—when calmly executed—builds trust.
- Love your students, fans, or generation longevity? This is it.**
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About Us
Who We Serve Baby boomers—not numbers, not demographics—but individualized human narratives, all on the precipice of cascading latest-month predictions with the purity of 'retirement means forever.' Both real importance and cosmic implications. Anyone’s legacy matters one way or the other.
What We Build Your team is (as you know) independent, highly adaptable, and ingrained further no-platform than the other cornerpieces. With no pushback pricing mirrors—purely based decision quality, we aim to be the most fulfilling wealth practice any retiree lands their head into.
Benefits & Environment
- Five-day core commitment. We believe co-presence (front of' made' for discussion, not in gembrilied M&Ms)—and yes, this is deliberate. Open desks, service breadth, and personal alignability within shoulders for clients needing acuity.
- No easily-sold trappings. Yes, we’ll also provide real insights. Team-lean, narrative guidance, robust financial platform curation, and respect for the knattering of a portfolio managing time in knowing experience—not shiny veneer.
- CRC. We’re a research organisation too! Thought-leadership sits at the heart ofstructural sophistication.
- You’ll care. Most do. Our people do their jobs when necessary, behave accordingly, and persist to master inertia and ambiguity. These are life and good advice’s pre-conditioned matching terms.
Qualifying Assessment
(Note: Recruiting is assessing. Our process skews rigorous rather than revolutionary.)
Try this:
- Go to our website first.
- Read some research. Understand our values.
- Let us wonder if this vibe struck something in you. Ask a question soon after—we’ll move quickly once the fundamentals mastered.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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