Chartered Financial Planner

London

£80,000 - £100,000 basic plus generous bonus and superb company benefits

I’m working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team.

This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business.

The Role

You’ll be responsible for:

Delivering high-quality financial planning advice to existing private HNW and UHNW clients
Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors
Conducting annual reviews and presenting clear, engaging recommendations
Growing your client bank through referrals, networking, and professional connections
Working collaboratively with paraplanning and client support teams
Supporting a positive, client-focused culture across the wider business

About You

Chartered/level 6 status
Minimum 5 years’ experience in financial planning/advice
Strong track record of client relationship management and business development
Commercially minded with a proactive and professional approach
Excellent communication and interpersonal skills
Comfortable working in a collaborative, technology-enabled environment

What’s on Offer

Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary + excellent company benefits package
Hybrid/flexible working
Strong support infrastructure
Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors.
Positive and collaborative working culture

Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision.

IDEX Consulting Ltd

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Chartered Financial Planner