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- Tasks: Manage a portfolio of £35m+ AUM and provide exceptional financial planning.
- Company: Join an award-winning, independent Chartered Wealth Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonus potential, and flexible remote or hybrid working options.
- Why this job: This role offers growth, mentorship, and the chance to make a real impact on clients' lives.
- Qualifications: Must be Chartered (or one exam away) with 2-3 years of regulated financial advice experience.
- Other info: Pathway to Partnership available, with full Paraplanning support and a structured handover process.
The predicted salary is between 60000 - 84000 £ per year.
Job Description
Chartered Financial Planner – Manage £35m+ AUMCentral London | Basic £75,000 + £25,000 Bonus | OTE £100k+Hybrid or Fully Remote (with travel to London for client meetings)
We are proud to continue our long-standing partnership with this award-winning Chartered Wealth Management firm, having supported their growth for over a decade. Independent by design and with no intention of selling to a consolidator, they offer an outstanding platform for ambitious Financial Planners — including a clear route to Partnership.
One of the firm’s highest-performing Partners is now seeking to hand over an initial portfolio of c.£35m in Assets Under Management (AUM) to a highly capable, Chartered Financial Planner. As their client base has expanded significantly, they’re looking for someone to take on a carefully curated book of longstanding, loyal clients. Once strong relationships have been built, a further tranche of clients will also be passed across.
This is a rare opportunity to focus purely on providing exceptional financial planning, without the pressure of business development. The firm’s reputation for clear, jargon-free, and ethical advice drives a high volume of referrals — making this an ideal role for a technically strong adviser who thrives on delivering meaningful, holistic, and intergenerational planning to clients and their families.
You’ll be working closely with an inspiring, entrepreneurial Partner who is passionate about nurturing the next generation of senior advisers within the business. You’ll benefit from full Paraplanning support, a well-structured handover process, and a pathway to future Partnership.
The ideal candidate will:
- Be Chartered (or one exam away)
- Have at least 2-3 years' experience of giving regulated financial advice
- Demonstrate technical expertise and a strong ethical approach
- Be personable, client-focused, and motivated by long-term relationship building
The role offers flexibility to work remotely or in a hybrid format, with occasional travel to London for key client meetings. Year 1 OTE is c.£100k, with projected earnings exceeding £140k+ by year 3.
If you’re looking for a career-defining move where you can grow your influence, earnings, and impact — while working with one of the most respected firms in the sector — we’d love to hear from you.Please send your CV or get in touch with Sam at Financial Divisions to find out more.
Chartered Financial Planner, Central London, Basic £75,000 + £25k Bonus, OTE £100k, Hybrid or Remote employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner, Central London, Basic £75,000 + £25k Bonus, OTE £100k, Hybrid or Remote
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working at or have connections to the firm you're interested in. Attend industry events or webinars to make valuable contacts and learn more about the firm's culture and expectations.
✨Tip Number 2
Research the firm's values and client approach thoroughly. Understanding their commitment to ethical advice and client relationships will help you tailor your conversations and demonstrate that you align with their philosophy during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've built long-term client relationships in your previous roles. Highlight your technical expertise and how it has positively impacted your clients' financial planning outcomes.
✨Tip Number 4
Be ready to articulate your vision for your career progression within the firm. Since there's a clear pathway to partnership, showing your ambition and how you plan to contribute to the firm's growth can set you apart from other candidates.
We think you need these skills to ace Chartered Financial Planner, Central London, Basic £75,000 + £25k Bonus, OTE £100k, Hybrid or Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered status and relevant experience in financial planning. Emphasise your technical expertise and client-focused approach, as these are key attributes the firm is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to ethical advice. Mention your experience with long-term relationship building and how you can contribute to the firm's reputation for exceptional service.
Highlight Relevant Achievements: In both your CV and cover letter, include specific examples of your past successes in managing client portfolios or providing financial advice. Quantify your achievements where possible to demonstrate your impact.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss specific financial planning strategies and how you've successfully implemented them in the past. This will show that you have the expertise needed to manage a significant portfolio.
✨Emphasise Relationship Building
Since the role focuses on managing longstanding client relationships, highlight your experience in building and maintaining these connections. Share examples of how you've nurtured client relationships and the positive outcomes that resulted from them.
✨Understand the Firm's Values
Research the firm's reputation for ethical advice and jargon-free communication. During the interview, align your personal values with theirs and provide examples of how you prioritise ethical practices in your financial planning approach.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential challenges you might face in managing a £35m portfolio and how you would address them, showcasing your ability to think critically under pressure.