Leading Chartered IFA Firm | 6 UK Offices | Established Client Base | Growth Opportunity
A highly respected, fully Chartered Independent Financial Advisory firm with four offices across the UK is seeking an experienced Chartered Financial Planner to join its London team. This is a rare opportunity to step into a well-established, professional environment with strong infrastructure, high-quality clients, and genuine long-term career progression.
The Opportunity
You’ll join a firm known for its ethical approach, technical excellence, and commitment to delivering truly independent, client-centric advice. With a strong flow of new enquiries and an existing portfolio to inherit, you’ll have the platform to focus on what you do best: building trusted relationships and delivering outstanding financial planning.
Key Responsibilities
*Manage and develop a portfolio of clients, including those transitioning from other advisers
*Deliver high-quality, holistic financial planning and independent advice
*Build long-term, trusted relationships with clients and their families
*Contribute to business growth through professional referrals, networking, and firm-generated leads
*Maintain the highest standards of compliance, ethics, and professionalism
*(Optional depending on candidate) Provide leadership or mentoring within the team, supporting junior advisers or paraplanners
What We’re Looking For
*Chartered Financial Planner status (essential)
*Several years’ experience in a financial planning or advisory role
*Strong relationship-building and communication skills
*A professional, ethical, client-first approach
*Ability to generate and develop new business opportunities
*Management or leadership experience is highly advantageous
*Ambition to grow within a supportive, forward-thinking firm
Why Join?
*Work within a fully Chartered, highly reputable IFA firm
*Inherit clients and benefit from a strong pipeline of new enquiries
*Supportive culture with excellent paraplanning and administrative resources
*Clear progression pathways, including leadership opportunities
*Competitive package aligned with experience and contribution


Next Steps
*To discuss this career-defining opportunity, please send your CV and contact details to Ursula at Financial Divisions and we will be in touch to arrange a confidential conversation.