Full job descriptionFully Chartered IFA Firm | Established Client Bank | Strong Lead Flow | Clear Progression
A highly respected, fully Chartered Independent Financial Advisory firm with multiple UK offices is seeking an experienced Chartered Financial Planner to join its London team.
This is a rare opportunity to join a well-established, professional financial planning business with a strong infrastructure, high-quality client base and a consistent flow of new business opportunities. The firm is known for its ethical approach, technical excellence and commitment to delivering truly independent, client-focused financial advice.
This role offers an excellent platform for an experienced Chartered Planner who is looking to focus on delivering high-quality holistic advice while building long-term client relationships within a supportive and highly professional environment.
The Opportunity
You will join a firm with a strong reputation in the market for delivering bespoke financial planning solutions to private individuals, families and business owners. With both an established client base to inherit and ongoing firm-generated enquiries, you will be well positioned to focus on client relationships and advice delivery from day one.
The role also offers the opportunity to contribute to the wider development of the business, with scope for involvement in mentoring, collaboration and future leadership responsibilities.
Your responsibilities will include:
• Managing and developing an established portfolio of clients, including those transitioning from other advisers
• Delivering holistic, independent financial planning advice across pensions, investments, retirement planning and tax strategies
• Building long-term relationships with clients and their families
• Identifying and developing new business opportunities through referrals, networking and firm-generated leads
• Maintaining the highest standards of compliance, ethics and professionalism
• Collaborating with internal paraplanning and support teams to ensure excellent client outcomes
• (Where appropriate) Supporting junior advisers or paraplanners through mentoring or informal leadership
Requirements
• Chartered Financial Planner status (essential)
• Previous experience in a Financial Adviser or Financial Planning role
• Strong technical knowledge across holistic financial planning areas
• Excellent client relationship and communication skills
• A professional, ethical and client-first approach
• Proven ability to develop and grow client relationships
• Experience working with high-quality private clients
• Leadership or mentoring experience is advantageous but not essential
What’s on Offer
• Salary up to £75,000 depending on experience
• Competitive bonus structure
• Established client bank and strong ongoing lead flow
• Fully Chartered and highly reputable financial planning firm
• Excellent paraplanning and administrative support
• Clear progression opportunities within a growing business
• Supportive, collaborative and professional working environment
• Opportunity to play a key role in a well-established advisory team
Why This Opportunity Stands Out
This is an excellent opportunity for a Chartered Financial Planner seeking to join a high-quality, fully Chartered firm where technical excellence, client service and long-term relationships are genuinely valued.
With access to an established client base, strong internal lead generation and a highly supportive infrastructure, this role provides an outstanding platform for continued success and long-term career development.
To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions