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Permanent

Chartered Financial Planner

Blakemore Recruitment
London
money-bag £80000 Annual
Posted: 15 July 2026 (Yesterday)
Closing date: 14 August 2026
Ref: 3139624415

Chartered Financial Planner - London£80,000 - £95,000 Basic + Bonus + Full BenefitsMinimum 5 Years'' Experience RequiredWe''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 clientsDeliver holistic financial planning advice across pensions, investments, protection, tax and retirement planningConduct annual and ongoing reviewsIdentify planning opportunities to improve client outcomesWork closely with an in-house paraplanning and administration teamOperate within a strong compliance and governance frameworkThis role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.About YouChartered Financial Planner (CII) statusMinimum 5 years'' experience in a client-facing advisory roleStrong technical knowledge across pensions, investments and retirement planningExperience managing an existing client bankProfessional, consultative and client-centric approachWhat''s on OfferInherited, well-maintained client portfolioCompetitive basic salary (£80k-£95k depending on ..... full job details .....

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