Chartered Financial Planner – £80k+ Bonus, London

About the role

We are seeking an experienced Chartered Financial Planner to join our London office. You will work with a steady flow of high‑quality leads and established client relationships, allowing you to focus on delivering tailored wealth‑management advice.

Key responsibilities

• Provide comprehensive financial planning and investment advice to existing and new clients.
• Maintain and grow a portfolio of high‑net‑worth individuals and families.
• Collaborate with the marketing team to convert qualified leads into long‑term relationships.
• Ensure compliance with regulatory standards and internal policies.
• Contribute to the firm’s growth strategy through client referrals and professional partnerships.

Required profile

• Chartered Financial Planner qualification (Level 6) or close to achieving it.
• Proven experience in wealth management or financial advisory.
• Strong client‑facing skills and a commitment to high‑quality service.
• Ability to work independently while leveraging firm resources.

Required skills

What we offer

• Competitive base salary £75‑80k plus performance‑based bonus.
• Consistent flow of pre‑qualified leads generated by the firm’s marketing engine.
• Supportive leadership team focused on professional development.
• Access to a recognised brand and international resources.
• Clear career progression within a stable, independent‑culture practice.