Chartered Financial Planner

Chartered Financial Planner – London £80,000 – £95,000 Basic + Bonus + Full Benefits Minimum 5 Years’ Experience Required We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice — with the added benefit of inheriting a substantial, recurring-income client bank from day one. The OpportunityThe successful candidate will: • Take over an established portfolio of loyal, ongoing clients • Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning • Conduct annual and ongoing reviews • Identify planning opportunities to improve client outcomes • Work closely with an in-house paraplanning and administration team • Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You • Chartered Financial Planner (CII) status • Minimum 5 years’ experience in a client-facing advisory role • Strong technical knowledge across pensions, investments and retirement planning • Experience managing an existing client bank • Professional, consultative and client-centric approach What’s on Offer • Inherited, well-maintained client portfolio • Competitive basic salary (£80k–£95k depending on experience) • Performance-related bonus • Office based • Full paraplanning & admin support • Clear progression pathway within a growing firm