Chartered Financial Planner-London/South East- £50,000-£65,000

  • Recruit UK
  • London, UK
  • 04/02/2019
Full time Financial Planner

Job Description

Job Title: Chartered Financial Planner

Industry: Financial Advice

Location: London/South East

Salary: £50,000-£65,000 + bonus

Job Description:

Recruit UK are working on an excellent opportunity for a Chartered Financial Planner London/South East region to join an established Chartered IFA firm.  

Due to a unique introducer relationship, which gives them access to the professors of London’s top Universities, they require a home-based adviser to join their team. These are high-value clients, on annual salaries anywhere between £150,000-£300,000 with large pension pots. Seminars are set up through the introducer, which provides a high level of referrals. There is, therefore, no requirement for business development in this role. 

This is a home-based role, with access to a satellite office in Pall Mall. As their presence grows in the South East, they will look at establishing a fully supported London office.

This is a great opportunity for a Chartered Financial Planner, to enjoy the flexibility of home working, whilst gaining access to a high level of HNW clients, allowing you to build up a large portfolio. You will also receive an excellent level of back-office support from a technical team.

 What’s in it for you:

  • Basic salary £50,000-£65,000
  • The bonus is 3x validation then 30-40% (validation reduced in year 1)
  • Pension 8%
  • Private Medical, Critical Illness, DIS

Skills and experience required:

  • Chartered status through CII or LIBF
  • AF3 or AF7 or G60 or LIBF Pension Transfer Paper
  • IFA experience (desirable)
  • Working knowledge of public sector pension – NHS, USS etc..
  • Ability to work independently (home based)
  • London based (or regular commute)
  • Proven track record in advising HNW private clients


Recruiters contact info:

Name: Thomas Barton-Howarth                  


01179170 314                                        


Job Reference:


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered IFA firm based in London/South East on a home-based Chartered Financial Planner role.


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