At a Glance
- Tasks: Manage and service a portfolio of high-net-worth families, delivering tailored financial planning advice.
- Company: A prestigious independent Chartered Financial Planning firm with a collaborative culture.
- Benefits: Competitive salary up to £75,000 plus performance bonus and no aggressive targets.
- Other info: Opportunity to work in a supportive environment with a focus on exceptional client outcomes.
- Why this job: Focus on building meaningful client relationships without business development pressure.
- Qualifications: Experience in financial advising and strong relationship management skills.
The predicted salary is between 54000 - 66000 £ per year.
A distinguished, fully independent Chartered Financial Planning firm is expanding its advisory team. Known for delivering bespoke wealth management to affluent families, the firm combines technical excellence with a genuinely collaborative culture—no aggressive targets, just exceptional client outcomes.
This is an ideal opportunity for an experienced adviser who thrives on relationship-led work. You'll inherit and manage an established portfolio of approximately 100 high-net-worth and ultra-high-net-worth families, focusing entirely on delivering comprehensive financial planning and advice. With no business development pressure, you can concentrate on deepening client relationships and uncovering planning opportunities as their circumstances evolve.
Your Core Responsibilities:
- Manage and service an established client portfolio of circa 100 HNW/UHNW families
- Conduct thorough annual and ad-hoc client reviews
- Deliver holistic financial planning advice across retirement, pensions, investments, IHT, estates, succession and protection
- Identify and implement planning opportunities as client needs develop
- Build and maintain trusted long-term client relationships
Chartered Financial Planner – Wealth Servicing, London/Hybrid, up to £75,000 + Performance Bonus employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
