Chartered Financial Planner – Retirement Succession – £80k + Bonus – London

About the role

We are seeking a Level 6 Chartered Financial Planner to join a reputable advisory firm in London. You will provide first‑class retirement and succession advice to an established client base, supported by a dedicated paraplanning team.

Key responsibilities

• Deliver first‑class retirement and succession advice to an existing client base.
• Develop tailored financial plans that meet the highest professional standards.
• Maintain strong client relationships through attentive listening and proactive communication.
• Collaborate with a dedicated paraplanning team to ensure accurate and timely documentation.

Required profile

• Level 6 Chartered Financial Planner (or progressing towards chartered status).
• Proven experience in wealth management, retirement or succession planning.
• Excellent interpersonal skills and a charismatic communication style.
• Commitment to ethical advisory practice.

Required skills

• In‑depth knowledge of UK retirement and succession regulations.
• Ability to interpret complex financial data and translate it into client‑focused recommendations.
• Proficiency with paraplanning tools and standard financial planning software.

What we offer

• Competitive salary up to £80,000 per year plus performance‑based bonus.
• Full paraplanning and administrative support.
• Opportunity to work within a growing, ethically‑driven advisory firm backed by an international wealth‑management group.
• Professional development and clear progression towards senior advisory roles.