Senior Chartered Financial Planner – London
£80,000 + bonus + excellent benefits
Independent | Chartered | Growing National Footprint
An established, fully independent Chartered financial planning firm is seeking an experienced Senior Chartered Financial Planner to join its London office. With around seven offices across the UK and a strong reputation for high‑quality, client‑centric advice, the firm is entering an exciting phase of expansion — and is looking for a senior professional who can help shape that journey.
What makes this opportunity stand out
- Take over an existing, well‑maintained client book with average investable assets of £1m+
- High‑quality lead flow from marketing, referrals, and exclusive networking events
- A genuinely independent advice model, supported by a Chartered environment
- A firm with ambitious growth plans, offering real influence and progression
- The chance to support and guide a team of advisers, contributing to a collaborative, high‑performing culture
The role
You’ll manage and grow a portfolio of affluent clients, delivering tailored, compliant financial planning across pensions, investments, and holistic wealth strategies. Alongside this, you’ll play a key role in supporting a team of advisers — offering guidance, sharing expertise, and helping to maintain the firm’s high standards of professionalism and client service.
What we’re looking for
- Chartered Financial Planner (Level 6) - Essential
- Proven experience advising high‑net‑worth clients
- Strong relationship‑building skills and a client‑first mindset
- Commercial awareness and the ability to generate new opportunities
- A collaborative approach, with the confidence to support and mentor fellow advisers
What’s on offer
- £80,000 base salary
- Attractive bonus structure
- Comprehensive benefits package
- A respected, stable firm with the scale and ambition to support long‑term career growth
