Chartered Financial Planner - London

Blakemore Recruitment; Greater London; On-site; GBP 80,000 - 95,000; Full time

Benefits offered by this job

Office based

Bonus

Full benefits

Paraplanning & admin support

Job summary

A London wealth management firm seeks a Chartered Financial Planner to join its advisory team, taking over an established client base and delivering holistic planning across pensions, investments and retirement planning.

This client-centric role includes annual reviews, strong governance, and full paraplanning and admin support. Inheriting a substantial recurring-income client bank from day one, with a competitive basic salary and bonus.

Qualifications

• Chartered Financial Planner status (CII).
• Minimum 5 years’ client-facing advisory experience.
• Strong knowledge across pensions, investments and retirement planning.

Responsibilities

• Take over established portfolio of ongoing clients.
• Deliver holistic financial planning across pensions, investments, protection, tax and retirement planning.
• Conduct annual and ongoing reviews.
• Identify planning opportunities to improve client outcomes.
• Work closely with in-house paraplanning and administration team.
• Operate within a strong compliance and governance framework.

Skills

Chartered Financial Planner

Client-facing advisory

Pensions knowledge

Investments knowledge

Retirement planning

Client portfolio management

Job description

Chartered Financial Planner – London

£80,000 – £95,000 Basic + Bonus + Full Benefits

Minimum 5 Years’ Experience Required

We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team.

This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice — with the added benefit of inheriting a substantial, recurring-income client bank from day one.

The Opportunity

The successful candidate will:

• Take over an established portfolio of loyal, ongoing clients
• Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
• Conduct annual and ongoing reviews
• Identify planning opportunities to improve client outcomes
• Work closely with an in-house paraplanning and administration team
• Operate within a strong compliance and governance framework

This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.

About You

• Chartered Financial Planner (CII) status
• Minimum 5 years’ experience in a client‑facing advisory role
• Strong technical knowledge across pensions, investments and retirement planning
• Experience managing an existing client bank
• Professional, consultative and client‑centric approach

What’s on Offer

• Inherited, well‑maintained client portfolio
• Competitive basic salary (£80k–£95k depending on experience)
• Performance‑related bonus
• Office based
• Full paraplanning & admin support
• Clear progression pathway within a growing firm