At a Glance
- Tasks: Manage and develop client portfolios while delivering holistic financial planning advice.
- Company: Respected Chartered Independent Financial Advisory firm with a strong ethical approach.
- Benefits: Up to £75,000 salary, competitive bonuses, and excellent support.
- Other info: Opportunities for mentoring and leadership within a collaborative environment.
- Why this job: Join a supportive team and build long-term client relationships in a reputable firm.
- Qualifications: Must be a Chartered Financial Planner with strong client relationship skills.
The predicted salary is between 75000 - 75000 £ per year.
A highly respected, fully Chartered Independent Financial Advisory firm with multiple UK offices is seeking an experienced Chartered Financial Planner to join its London team. This is a rare opportunity to join a well-established, professional financial planning business with a strong infrastructure, high-quality client base and a consistent flow of new business opportunities. The firm is known for its ethical approach, technical excellence and commitment to delivering truly independent, client-focused financial advice.
This role offers an excellent platform for an experienced Chartered Planner who is looking to focus on delivering high-quality holistic advice while building long-term client relationships within a supportive and highly professional environment.
The OpportunityYou will join a firm with a strong reputation in the market for delivering bespoke financial planning solutions to private individuals, families and business owners. With both an established client base to inherit and ongoing firm-generated enquiries, you will be well positioned to focus on client relationships and advice delivery from day one. The role also offers the opportunity to contribute to the wider development of the business, with scope for involvement in mentoring, collaboration and future leadership responsibilities.
Responsibilities- Managing and developing an established portfolio of clients, including those transitioning from other advisers
- Delivering holistic, independent financial planning advice across pensions, investments, retirement planning and tax strategies
- Building long-term relationships with clients and their families
- Identifying and developing new business opportunities through referrals, networking and firm-generated leads
- Maintaining the highest standards of compliance, ethics and professionalism
- Collaborating with internal paraplanning and support teams to ensure excellent client outcomes
- Supporting junior advisers or paraplanners through mentoring or informal leadership
- Chartered Financial Planner status (essential)
- Previous experience in a Financial Adviser or Financial Planning role
- Strong technical knowledge across holistic financial planning areas
- Excellent client relationship and communication skills
- A professional, ethical and client-first approach
- Proven ability to develop and grow client relationships
- Experience working with high-quality private clients
- Leadership or mentoring experience is advantageous but not essential
- Salary up to £75,000 depending on experience
- Competitive bonus structure
- Established client bank and strong ongoing lead flow
- Fully Chartered and highly reputable financial planning firm
- Excellent paraplanning and administrative support
- Clear progression opportunities within a growing business
- Supportive, collaborative and professional working environment
- Opportunity to play a key role in a well-established advisory team
This is an excellent opportunity for a Chartered Financial Planner seeking to join a high-quality, fully Chartered firm where technical excellence, client service and long-term relationships are genuinely valued. With access to an established client base, strong internal lead generation and a highly supportive infrastructure, this role provides an outstanding platform for continued success and long-term career development.
Chartered Financial Planner - London (On-site) - Up to £75,000 Basic Salary + Bonus + Benefits employer: Financial Divisions
Join a highly respected, fully Chartered Independent Financial Advisory firm in London, where you will benefit from a strong client bank and a consistent flow of new business opportunities. The company fosters a supportive and collaborative work culture, offering clear progression paths and the chance to mentor junior advisers, making it an ideal environment for professional growth and meaningful client engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner - London (On-site) - Up to £75,000 Basic Salary + Bonus + Benefits
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner - London (On-site) - Up to £75,000 Basic Salary + Bonus + Benefits
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
