Chartered Financial Planner – Retiring Advisor’s Client Portfolio

About the role

This position offers a Chartered Financial Planner the chance to inherit an established client portfolio from a retiring advisor. Based in London, you will provide continuity of advice to long‑standing clients while benefiting from the stability of a large international group.

Key responsibilities

• Manage and grow an existing portfolio of private client relationships.
• Deliver high‑quality, compliant financial advice tailored to each client’s needs.
• Maintain and strengthen long‑term client relationships, ensuring trust and retention.
• Collaborate with the wider advisory team to support business growth objectives.

Required profile

• Level 6 Chartered Financial Planner (CFP) qualification.
• Experience working with high‑net‑worth private clients.
• Motivation to build a successful practice within a reputable firm.
• Willingness to work from the London office.

Required skills

What we offer

• Competitive salary range of £80,000‑£90,000 plus bonus.
• Access to a stable, well‑resourced international group.
• Opportunity to focus on client advisory rather than prospecting.
• Supportive culture that values professional development.