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Permanent

Chartered Financial Planner - Retiring Advisor''s Client Portfolio £80,000 - £90,000 + Bon

Financial Divisions
London
money-bag £80000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3128994730

Financial Divisions have partnered with this business for the past 5 years and have assisted with the recruitment of quality staff to assist them realising their continued growth plans. They are highly respected private client advisory firm with an outstanding reputation for client service, long-term relationships, and quality advice is again looking to add to their team. Backed by the weight of a large international group, you''ll enjoy the stability, resources and support of a prestige organisation whilst retaining the client-focused, personal, and professional culture that a Chartered Financial Planner values, with the added advantage of knowing that they will not sell to a consolidator.Due to a retiring Chartered Advisor, you will benefit from an existing client base, a steady flow of opportunities and a business genuinely invested in your success. Inheriting an established portfolio of long-standing client relationships and providing them with continuity of advice should result in more time as a trusted advisor building relationships and retaining clients, and less time worrying about self-generated new prospects. Whether your goal is to increase earnings, develop your client bank or join a business with ambitious growth plans, this role offers the platform to do it.If you are a Level 6 Chartered Financial Planner looking for a fresh challenge in London, we would welcome a confidential conversation to share more about this excellent opportunity. ..... full job details .....

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