Chartered Financial Planner

Burton Recruitment Limited; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in London is seeking experienced Chartered Financial Planners to join their award-winning team. The role involves delivering bespoke financial planning across various areas including pensions and investments, while establishing lasting relationships with high-net-worth clients. Ideal candidates will have Chartered Financial Planner status and exceptional communication skills, fitting into a client-first culture committed to ethical practices. The firm offers strong benefits including comprehensive medical cover and a collaborative work environment.

Benefits

25 days holiday + buy extra days

Strong pension contributions with employer match

Comprehensive private medical cover

Income protection & death-in-service benefits

Annual wellbeing credit

Cycle to Work & season ticket benefits

Charitable giving with employer match

Qualifications

• Proven track record of advising high-net-worth clients.
• Commitment to ethical practice and client-first values.

Responsibilities

• Deliver bespoke financial planning across pensions, investments, protection, and estates.
• Use lifestyle modelling tools to help clients visualise their financial future.
• Provide clear, practical advice that balances today’s needs with tomorrow’s security.
• Collaborate with colleagues to ensure seamless service and innovative solutions.
• Contribute to business development and growth initiatives.

Skills

Chartered Financial Planner status (CII or equivalent)

Strong technical knowledge across pensions, investments, and tax planning

Excellent communication and relationship-building skills

Job description

About the Company

Our client is an award-winning, Chartered Wealth Management Practice dedicated to helping individuals, families, and business owners retain and grow their wealth. Their approach goes beyond investment management, focusing on lifestyle planning, legacy protection, and ensuring clients achieve both their immediate goals and long-term aspirations. With over 25 industry awards and a reputation for excellence, their team take pride in delivering advice that is clear, approachable, and tailored to each client’s unique circumstances.

About the Role

Our client is recruiting experienced Chartered Financial Planners to join their industry‑leading team in London. The role involves providing holistic advice, managing complex client needs, and fostering lasting relationships within an award‑winning chartered practice.

Responsibilities

• Deliver bespoke financial planning across pensions, investments, protection, and estates.
• Use lifestyle modelling tools to help clients visualise their financial future.
• Provide clear, practical advice that balances today’s needs with tomorrow’s security.
• Collaborate with colleagues to ensure seamless service and innovative solutions.
• Contribute to business development and growth initiatives.

Required Qualifications & Skills

• Chartered Financial Planner status (CII or equivalent).
• Strong technical knowledge across pensions, investments, and tax planning.
• Proven track record of advising high‑net‑worth clients.
• Excellent communication and relationship‑building skills.
• Commitment to ethical practice and client‑first values.

Preferred Skills

• Leading salary with performance‑based bonus.
• Opportunity to advise high‑net‑worth clients with complex planning needs.
• Work within an award‑winning, client‑centric wealth management firm.
• Professional development support, including CPD and advanced qualifications.
• Collaborative culture that values integrity and long‑term client relationships.
• Central London location with modern offices and flexible working options.

Headline Benefits

• 25 days holiday + buy extra days.
• Strong pension contributions with employer match.
• Comprehensive private medical cover.
• Income protection & death‑in‑service benefits.
• Annual wellbeing credit.
• Cycle to Work & season ticket benefits
• Charitable giving with employer match.

Equal Opportunity Statement

A firm committed to diversity and inclusivity in hiring practices.