Financial Planner

mbf; Greater London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A leading financial planning firm in London seeks a Chartered Financial Planner to manage high-net-worth clients. This role offers a collaborative environment with strong support and opportunities for progression. Ideal for experienced advisers focused on client relationships and high-level planning without report writing.

Benefits

Annual discretionary bonus

Full support from paraplanning, compliance, and admin teams

Clear long-term progression opportunities

Hybrid working

Qualifications

• 5–7+ years of experience in financial planning.
• Proven ability to manage client relationships independently.

Responsibilities

• Manage and develop a portfolio of high-net-worth private clients.
• Conduct in-depth client meetings and present tailored advice.
• Collaborate with tax, legal, and accountancy teams.

Skills

Client Relationship Management

Financial Planning

Compliance

Organizational Skills

Communication

Education

Chartered Financial Planner

Job description

4 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Financial Planner – High-Quality Clients | London (Hybrid) | £65,000–£75,000 + Bonus + Benefits

An excellent opportunity has arisen for a Chartered Financial Planner to join a leading financial planning team within a highly regarded professional services firm based in the City of London.

This is a well-structured and collaborative environment, offering strong internal referrals, high-quality clients, and full support across paraplanning, compliance, and operations. The role is ideal for an experienced adviser who enjoys client-facing work and wants to focus on relationship management and high-level planning without writing reports.

Key Responsibilities:

• Manage and develop a portfolio of high-net-worth private clients, including partners of professional firms, business owners, and families.
• Conduct in-depth client meetings, identify planning needs, and present tailored advice.
• Collaborate closely with in-house tax, legal, and accountancy teams to deliver joined-up solutions.
• Maintain the highest compliance and regulatory standards across all client work.

What They’re Looking For:

• Chartered Financial Planner (or close to Chartered).
• 5–7+ years of experience in financial planning, ideally within a reputable firm.
• Proven ability to manage client relationships independently and confidently.
• Organised, articulate, and professional — able to explain complex matters clearly.
• This role is not suitable for those looking to transition from a paraplanning background.

The Offer:

• £65,000–£80,000 base salary (higher for the right candidate)
• Annual discretionary bonus linked to individual and firm performance
• Full support from paraplanning, compliance, and admin teams
• Clear long-term progression opportunities
• Hybrid working and excellent benefits

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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