At a Glance
- Tasks: Manage a portfolio of affluent clients and provide expert financial planning advice.
- Company: Reputable Chartered Financial Planning firm in London with a supportive culture.
- Benefits: Competitive salary, performance-related bonus, and genuine career development opportunities.
- Other info: Collaborative environment with an established client base from day one.
- Why this job: Focus on building relationships and delivering exceptional client outcomes without business development pressure.
- Qualifications: Chartered Financial Planner status and experience with high-net-worth clients.
The predicted salary is between 54000 - 66000 £ per year.
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
- 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
- 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.
Financial Planner in London employer: All The Top Bananas
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