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Permanent

Chartered Financial Planner - London - £80,000 basic + excellent bonus and benefits

Financial Divisions
London
money-bag £75000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121139179

We are seeking a Senior Chartered Financial Planner to join a high-performing London team within a modern, ambitious, fully independent Chartered Financial Planning firm managing over £1bn AUM.This is a rare opportunity to inherit a high-quality client book with average investable assets of £1m+, supported by strong internal lead generation and established professional-partner relationships.The RoleManage and grow an inherited portfolio of affluent clientsDeliver high-quality financial planning and cashflow modelling (Voyant preferred)Work closely with a strong paraplanning functionMentor and support developing advisersBuild and maintain professional-partner relationshipsContribute to process improvement and present at senior/board levelWhat We''re Looking ForChartered Financial PlannerExperience advising high-net-worth clientsStrong technical knowledge including EIS, VCT, Business ReliefConfident using cashflow planning toolsExperience mentoring advisers/paraplannersProven track record of meeting review and new-business targetsA client following is welcome but not essentialWhat''s on Offer£80,000 basic salary (capped)Attractive bonus and commission structureExcellent benefits packageInherited client book with significant growth potentialA dynamic, forward-thinking environment where Chartered status is the standardClear progression into leadership and strategic influenceAbout the Firm You will be joining a well-established, rapidly growing independent Chartered firm known ..... full job details .....

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