Chartered Financial Planner

Orla Rose Associates Ltd; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Orla Rose Associates Ltd in London is seeking a Chartered Financial Planner to take ownership of an existing London client book in a hybrid role. You will deliver tailored financial planning advice, build lasting client relationships and support growth through referrals and firm marketing activity.

You will manage the portfolio from day one, perform thorough fact-finding, develop and present suitable recommendations, and use cashflow modelling to illustrate scenarios, while maintaining high

Qualifications

• Two years’ financial advisory experience required.
• Chartered status preferred or progress towards Chartered status.
• Strong ability to build and sustain client relationships.

Responsibilities

• Manage and develop an existing portfolio of London clients as the main contact.
• Understand clients’ circumstances and objectives through thorough fact-finding.
• Develop and present suitable financial planning recommendations.
• Use cashflow modelling to illustrate scenarios and inform decisions.
• Conduct ongoing reviews and maintain high standards of advice and service.
• Build new relationships through referrals and firm-generated enquiries.
• Collaborate with colleagues and leverage specialist expertise.
• Support the transition of acquired client portfolios.
• Maintain accurate client records and meet compliance and CPD standards.

Skills

Relationship-building

Financial advisory experience

Cashflow planning

Education

Chartered status

CII Level 4 Diploma

Tools

Voyant

Job description

Chartered Financial Planner

London | Hybrid

£70,000–£100,000

An established wealth management firm is looking for an experienced Financial Planner to take ownership of an existing portfolio of London clients.

With 10 planners across London and Bristol, the business is expanding through acquisitions and organic growth. This is an opportunity to join at an exciting stage, build lasting client relationships and contribute to the firm’s continued development.

The opportunity

You’ll deliver tailored financial advice to an established client book, helping clients understand their options and plan confidently for the future. Alongside managing these relationships, you’ll develop new business through referrals, professional connections and enquiries generated by the firm’s marketing activity.

Team fit is a major priority. The firm values people who share expertise, contribute ideas and work together to deliver excellent client outcomes.

Your responsibilities

• Manage and develop an existing portfolio of London clients, acting as their main point of contact.
• Understand clients’ circumstances, financial objectives and attitude to risk through thorough fact-finding.
• Develop and present suitable financial planning recommendations.
• Use cashflow modelling to help clients explore different scenarios and make informed decisions.
• Conduct ongoing reviews and maintain high standards of advice and service.
• Build new relationships through networking, introducers, referrals and firm-generated enquiries.
• Collaborate with colleagues and draw on their specialist expertise.
• Support projects, including the transition of acquired client portfolios.
• Maintain accurate client records and meet relevant compliance, CPD and professional standards.

About you

• At least two years’ financial advisory experience.
• Chartered qualified ideally, or holding the CII Level 4 Diploma with a clear intention to progress towards Chartered status.
• Strong relationship-building skills and a track record of developing new business.
• The ability to explain complex financial matters clearly and confidently.
• A collaborative approach, sound judgement and strong attention to detail.
• Comfortable taking ownership of your workload and working towards agreed business targets.
• Experience with cashflow planning tools such as Voyant would be useful.

Why join?

• An existing client portfolio to manage from day one.
• A growing firm with opportunities to contribute and develop.
• A team that values collaboration, professionalism and client service.
• A salary of £70,000–£100,000.
• Hybrid working in a London-based role.