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Permanent

Chartered Financial Planner

mbf.
London
money-bag £70000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3128999193

Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We''re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing. This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm''s financial planning function in the Essex region. Role would be London, City based but with lots of scope for hybrid/flexible working. The Opportunity Develop and maintain a portfolio of new and existing clients.Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.Build and nurture a network of internal and external introducers.Collaborate closely with colleagues to deliver a seamless client experience across services.Identify new business opportunities and contribute to wider strategic growth goals. Why Apply? Base salary up to £75,000, with flexibility depending on experience.Bi-annual salary reviews recognising contribution and performance.Excellent bonus structure and growth potential.Highly flexible hybrid working to support work-life balance.28 days'' annual ..... full job details .....

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