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: Join a team focused on 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 51750 - 63250 £ 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
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.
Financial Planner employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
