Full job descriptionOur client is an award-winning, chartered financial planning firm with an outstanding reputation for delivering independent, client-focused advice. Having experienced sustained growth over many years and backed by a strong flow of referrals, acquisitions, and marketing-generated leads, they are now seeking an experienced Chartered Financial Planner to join their London office.
This is an excellent opportunity for an ambitious planner who is looking to take the next step in their career. The role offers a clear pathway into leadership for an individual who can demonstrate strong client relationship management, commercial acumen, and a commitment to delivering exceptional advice.
The Opportunity
As a Chartered Financial Planner, you will take responsibility for managing and developing a portfolio of high-quality clients while working closely with a highly qualified and collaborative team. You will inherit existing relationships as well as benefit from a range of business development initiatives designed to support ongoing growth.
This role is ideally suited to a planner who enjoys building long-term trusted relationships and is motivated by the opportunity to influence the future direction of a growing business.
Key Responsibilities
*Manage and develop an existing portfolio of private clients
*Build and maintain long-term, trusted client relationships
*Deliver tailored, holistic financial planning advice across a range of planning areas
*Identify and develop new business opportunities through referrals, professional connections, and company-generated leads
*Maintain high standards of compliance and client service
*Work collaboratively with paraplanning, administration, and investment teams
*Contribute to the growth and development of the wider advisory team
*Progress towards future leadership and mentoring responsibilities
About You
*Chartered Financial Planner status (Level 6) essential
*Previous experience in a client-facing financial planning role
*Strong technical knowledge across pensions, investments, protection, and retirement planning
*Proven ability to build and maintain client relationships
*Commercially minded with a track record of developing new business
*Professional, ethical, and client-focused approach
*Ambitious and keen to progress into a leadership position
What’s on Offer
*Opportunity to join a highly respected Chartered advice business
*Established client bank and quality lead generation support
*Clear pathway into leadership and management
*Collaborative and supportive working environment
*Competitive salary, bonus structure, and benefits package
*Ongoing professional development and career progression
If you are an experienced Chartered Financial Planner looking for a role that offers both a strong existing client base and a genuine route into leadership, we’d welcome your application.