Chartered Financial Planner – London (£80k‑£95k)

About the role

We are partnering with a well‑established wealth management firm in London seeking a Chartered Financial Planner to join their advisory team. The successful candidate will inherit a substantial, recurring‑income client bank and focus on delivering high‑quality, holistic financial advice.

Key responsibilities

• Take over an established portfolio of loyal, ongoing clients
• Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
• 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
• Experience managing an existing client bank
• Professional, consultative and client‑centric approach

Required skills

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

What we offer

• Inherited, well‑maintained client portfolio
• Competitive basic salary (£80k–£95k, dependent on experience)
• Performance‑related bonus
• Office‑based role with full paraplanning and admin support
• Clear progression pathway within a growing firm
• Full benefits package