Financial Planner

Financial Divisions (City) LLP; Greater London; On-site; GBP 65,000 - 86,000; Full time

Benefits offered by this job

Performance bonus

Established client portfolio

Chartered firm reputation

Job summary

Financial Divisions (City) LLP in London is seeking an experienced Chartered Financial Planner to join a fully independent firm. You will inherit and manage an established portfolio of approximately 100 affluent families, delivering holistic wealth management and planning with minimal business development pressure.

The role focuses on long-term relationships, pensions, investments, IHT, estates, and protection, with a supportive paraplanning and administration team and a collaborative culture.

Qualifications

• Chartered Financial Planner status (or close to completion).
• Proven experience advising HNW and/or UHNW clients.
• Strong technical knowledge across pensions, investments, trusts, estates and tax planning.
• A relationship-led adviser who delivers exceptional client outcomes.
• Excellent communication and stakeholder management skills.
• Ability to manage an existing client bank with professionalism and attention to detail.

Responsibilities

• Manage an established portfolio of circa 100 HNW and UHNW client families.
• Conduct annual and ongoing client reviews.
• Deliver holistic financial planning across retirement, investments, IHT, estate planning and protection.
• Work closely with clients, their families and professional connections.
• Oversee client portfolios and identify planning opportunities as circumstances evolve.
• Maintain strong relationships and generate referrals through exceptional service.
• Collaborate with paraplanning and administration teams to deliver an outstanding client experience.

Skills

Chartered Financial Planner

HNW client handling

Relationship-led adviser

Excellent communication

Education

Chartered Financial Planner status (or close to completion)

Job description

Chartered Financial Planner

London | Hybrid

Salary £75,000 Base + Bonus

A highly regarded and fully independent Chartered Financial Planning firm is seeking an experienced Chartered Financial Planner to join its growing team in London.

This is a rare opportunity for an adviser who enjoys working closely with clients and delivering high-quality holistic financial planning without the pressure of business development targets. The successful individual will inherit and manage an established portfolio of approximately 100 affluent and ultra-high-net-worth families.

The role is centred on building long-term relationships and providing expert advice across all aspects of wealth management and financial planning.

Key Responsibilities

• Manage an established portfolio of circa 100 HNW and UHNW client families
• Conduct annual and ongoing client reviews
• Deliver holistic financial planning advice across:
  • Retirement and pension planning
  • Investment planning
  • Inheritance Tax (IHT) planning
  • Estate and succession planning
  • Protection planning

• Work closely with clients, their families and professional connections
• Oversee client portfolios and identify planning opportunities as client circumstances evolve
• Maintain strong relationships, generating referrals and introductions through exceptional service
• Collaborate with an experienced paraplanning and administration team to deliver an outstanding client experience

About You

• Chartered Financial Planner status (or close to completion)
• Proven experience advising HNW and/or UHNW clients
• Strong technical knowledge across pensions, investments, trusts, estates and tax planning
• A relationship-led adviser who is passionate about delivering exceptional client outcomes
• Excellent communication and stakeholder management skills
• Ability to manage an existing client bank with professionalism and attention to detail

What's on Offer

• Basic salary up to £75,000
• Performance-related bonus
• Established client portfolio from day one
• Fully independent advice proposition
• Chartered firm with an excellent reputation
• High-quality HNW and UHNW client base
• Genuine long-term career development opportunities
• Supportive and collaborative working environment

This opportunity would suit an established Financial Planner who values delivering first-class advice and relationship management and is looking to focus on servicing and developing an existing client base rather than undertaking extensive business development activities.