At a Glance
- Tasks: Manage and grow a portfolio of affluent clients while delivering high-quality financial planning.
- Company: A modern, ambitious Chartered Financial Planning firm in London with a strong reputation.
- Benefits: £80,000 basic salary, attractive bonuses, excellent benefits, and inherited client book.
- Other info: Clear progression into leadership roles and a supportive environment for professional development.
- Why this job: Join a dynamic team and make a real impact in financial planning with growth potential.
- Qualifications: Chartered Financial Planner with experience advising high-net-worth clients and mentoring skills.
The predicted salary is between 80000 - 80000 £ per year.
We are seeking a Senior Chartered Financial Planner to join a high-performing London team within a modern, ambitious, fully independent Chartered Financial Planning firm managing over £1bn AUM. This is a rare opportunity to inherit a high-quality client book with average investable assets of £1m+, supported by strong internal lead generation and established professional-partner relationships.
The Role
- Manage and grow an inherited portfolio of affluent clients
- Deliver high-quality financial planning and cashflow modelling (Voyant preferred)
- Work closely with a strong paraplanning function
- Mentor and support developing advisers
- Build and maintain professional-partner relationships
- Contribute to process improvement and present at senior/board level
What We're Looking For
- Chartered Financial Planner
- Experience advising high-net-worth clients
- Strong technical knowledge including EIS, VCT, Business Relief
- Confident using cashflow planning tools
- Experience mentoring advisers/paraplanners
- Proven track record of meeting review and new-business targets
- A client following is welcome but not essential
What's on Offer
- £80,000 basic salary (capped)
- Attractive bonus and commission structure
- Excellent benefits package
- Inherited client book with significant growth potential
- A dynamic, forward-thinking environment where Chartered status is the standard
- Clear progression into leadership and strategic influence
About the Firm
You will be joining a well-established, rapidly growing independent Chartered firm known for its high technical standards, strong internal support, and modern approach to financial planning. The advisory team is supported by experienced paraplanners and a centralised operations function, enabling advisers to focus on client relationships and growth.
Chartered Financial Planner - London - £80,000 basic + excellent bonus & benefits employer: Financial Divisions
Join a dynamic and forward-thinking independent Chartered Financial Planning firm in London, where you will benefit from an attractive salary of £80,000, excellent bonuses, and a comprehensive benefits package. With a strong emphasis on employee growth, you will have the opportunity to inherit a high-quality client book and mentor developing advisers, all within a supportive environment that values technical excellence and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner - London - £80,000 basic + excellent 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 - £80,000 basic + excellent 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.
