Chartered Financial Planner – London

About the role

We are partnering with a respected wealth management firm in London to recruit a Chartered Financial Planner. The successful candidate will inherit a well‑maintained, recurring‑income client portfolio and focus on delivering high‑quality, holistic financial advice.

Key responsibilities

• Take over an established portfolio of loyal, ongoing clients.
• Provide holistic financial planning across pensions, investments, protection, tax and retirement.
• Conduct annual and ongoing client reviews.
• Identify planning opportunities to improve client outcomes.
• Collaborate closely with an in‑house paraplanning and administration team.
• Operate within a strong compliance and governance framework.

Required profile

• Chartered Financial Planner (CII) status.
• Minimum 5 years’ experience in a client‑facing advisory role.
• Strong technical knowledge across pensions, investments and retirement planning.
• Proven experience managing an existing client bank.
• Professional, consultative and client‑centric approach.

Required skills

• Pensions
• Investments
• Protection
• Tax planning
• Retirement planning

What we offer

• Inherited, well‑maintained client portfolio.
• Competitive basic salary (£80k–£95k) plus performance‑related bonus.
• Full paraplanning and admin support.
• Clear progression pathway within a growing firm.
• Office‑based work environment.