Chartered Financial Planner

Location: City of London

Salary: £60,000 – £95,000 base (higher if you can bring clients) + competitive ongoing splits (30% - 40%)

Reference: 9998

An established, investment-led wealth management firm in the City of London is seeking a Chartered Financial Planner to join its high-performing advisory team. This is an excellent opportunity for an ambitious adviser looking to develop long-term client relationships in an environment built around high-quality portfolio management and genuinely independent, whole-of-market advice.

About the Firm

The business provides sophisticated wealth management solutions to HNW and mass-affluent clients. You’ll have access to leading investment propositions while retaining the ability to advise across the entire market - including pensions, offshore bonds, tax-efficient structures, retirement planning, and holistic financial strategies.

What You’ll Do

Deliver independent, tailored financial planning and wealth management advice
Manage and grow a portfolio of HNW private clients
Provide technical planning across investments, pensions, offshore solutions, and estate planning
Maintain annual review processes and deliver ongoing holistic advice
Work closely with internal investment specialists and paraplanning support
Adhere to FCA regulations and deliver consistently high compliance standards
Build long-term client relationships through outstanding service and trust

What’s on Offer

Base salary: £60,000–£95,000 (negotiable, with higher packages available for advisers bringing an established client bank)
Revenue share: Competitive ongoing earnings splits of 30%–40% on continuing business
Full administrative and paraplanning support
Access to an established investment proposition and research team
Hybrid working options (City office base)
Genuine long-term career progression within a growing wealth management group

What We’re Looking For

Chartered Financial Planner (CII Chartered status essential or very close to completion)
High technical competency in investment planning, pensions, and offshore products
Proven experience managing HNW client relationships
Strong business development skills, ideally with transferable assets or introducer relationships
Ethical, client-first approach to holistic advice

Excellent communication and presentation skills

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Chartered Financial Planner