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Permanent

Chartered Financial Planner - Location - London - Salary: £80,000 + Bonus + Excellent Bene

Financial Divisions
London
money-bag £75000 Annual
Posted: 20 August 2026 (Yesterday)
Closing date: 19 September 2026
Ref: 3159365009

Our 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 OpportunityAs 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 ResponsibilitiesManage and develop an existing portfolio of private clientsBuild and maintain long-term, trusted client relationshipsDeliver tailored, holistic financial planning advice across a range of planning areasIdentify and develop new business opportunities ..... full job details .....

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