Chartered Financial Adviser – London

About the role

Our client, a nationally recognised financial brand, is seeking an experienced Chartered Financial Adviser to join their London team. The role focuses on delivering holistic financial planning for high‑net‑worth clients, with a strong emphasis on inheritance tax, trusts and investment schemes.

Key responsibilities

• Provide comprehensive financial planning advice to existing client portfolios.
• Advise on inheritance tax (IHT) strategies and trust structures.
• Manage and promote Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS) for eligible clients.
• Maintain and grow relationships with a pre‑assigned client base without the need to source new business.

Required profile

• Qualified Chartered Financial Adviser with a proven track record in holistic financial planning.
• Demonstrable experience in IHT taxation, trusts, VCTs and EIS.
• Ability to work autonomously with a client‑focused mindset.

Required skills

• Chartered Financial Adviser qualification.

What we offer

• Competitive base salary up to £90,000 per year, dependent on experience.
• Generous performance‑based bonus scheme.
• Access to a substantial portfolio of existing high‑value clients.