Chartered Financial Planner

Financial Divisions; Greater London; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid flexibility

Performance bonus

Established client base

Independent advice proposition

Team support

Job summary

Financial Divisions in London is expanding its advisory team and seeks an experienced Chartered Financial Planner to manage an established HNW/UHNW client portfolio. You will focus on comprehensive financial planning across pensions, investments, IHT, estates and protection, with no business development pressure.

The role offers hybrid working with a balanced workload, support from paraplanning, and the ability to deepen client relationships from day one with an established client base.

Qualifications

• Chartered Financial Planner status (or near completion).
• Experience managing HNW/UHNW portfolios.
• Strong knowledge: pensions, investments, trusts, estates and tax planning.
• Relationship-led approach with client outcomes.
• Polished communication and stakeholder management.
• Organisational discipline and attention to detail.

Responsibilities

• Manage and service an established client portfolio of circa 100 HNW/UHNW families.
• Conduct thorough annual and ad-hoc client reviews.
• Deliver holistic financial planning advice across retirement, pensions, investments, IHT, estates and protection.
• Identify and implement planning opportunities as client needs develop.
• Build and maintain trusted long-term client relationships, generating referrals through exceptional service delivery.
• Collaborate with clients' professional advisers and family members on integrated planning.
• Work alongside an experienced paraplanning and support team to deliver a superior client experience.

Skills

Relationship-led

Communication

Attention to detail

Collaborative

Client relationship

Education

Chartered Financial Planner (or near completion)

Job description

London/Hybrid | Salary up to £75,000 + Performance Bonus

About the Firm

A distinguished, fully independent Chartered Financial Planning firm is expanding its advisory team. Known for delivering bespoke wealth management to affluent families, the firm combines technical excellence with a genuinely collaborative culture—no aggressive targets, just exceptional client outcomes.

About the Role

This is an ideal opportunity for an experienced adviser who thrives on relationship-led work. You'll inherit and manage an established portfolio of approximately 100 high-net-worth and ultra-high-net-worth families, focusing entirely on delivering comprehensive financial planning and advice. With no business development pressure, you can concentrate on deepening client relationships and uncovering planning opportunities as their circumstances evolve.

Your Core Responsibilities:

• Manage and service an established client portfolio of circa 100 HNW/UHNW families
• Conduct thorough annual and ad-hoc client reviews
• Deliver holistic financial planning advice across retirement, pensions, investments, IHT, estates, succession and protection
• Identify and implement planning opportunities as client needs develop
• Build and maintain trusted long-term client relationships, generating referrals through exceptional service delivery
• Collaborate with clients' professional advisers and family members on integrated planning
• Work alongside an experienced paraplanning and support team to deliver a superior client experience

What We're Looking For

• Chartered Financial Planner status (or near completion)
• Demonstrable experience managing HNW and/or UHNW client portfolios
• Strong technical knowledge: pensions, investments, trusts, estates and tax planning
• Relationship-led approach with genuine passion for client outcomes
• Polished communication and stakeholder management skills
• Organisational discipline and attention to detail in portfolio management
• Professional, collaborative working style

What's on Offer

• Base salary up to £75,000
• Performance-related bonus scheme
• Established client base from day one—no cold-calling or building a book
• Technical independence—fully independent advice proposition
• Reputation and stability—Chartered firm with strong market standing
• Work-life balance—hybrid flexibility and manageable workload
• Team support—experienced paraplanning resource and collaborative environment