At a Glance
- Tasks: Manage and nurture a portfolio of ultra-high-net-worth clients with complex financial needs.
- Company: Award-winning, fast-expanding IFA with a strong industry presence.
- Benefits: Competitive salary of £75-80k plus bonus and commission.
- Other info: Collaborative environment with clear progression into leadership roles.
- Why this job: Step into a high-value client book and shape the firm's growth trajectory.
- Qualifications: Chartered Financial Planner with extensive experience in HNW/UHNW advisory.
The predicted salary is between 60000 - 80000 £ per year.
My client is entering an exciting phase of growth and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets), previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth.
Why This Role Stands Out
- £75-80k basic salary plus bonus + commission
- Immediate access to a premium UHNW client book
- Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint
- Highly collaborative, visible role with direct influence across the business
- Clear progression into leadership or management as the firm scales
- Backed by strong marketing, lead generation, and a forward-thinking executive team
- A firm with serious, credible growth plans - and the investment to match
What You'll Be Doing
- Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs
- Delivering sophisticated, fully independent financial planning at Chartered level
- Working closely with senior leadership as the business continues its expansion
- Playing a key role in shaping client strategy, proposition development, and best practice
- Collaborating with a high-performing team across advice, investment, and operations
- Contributing to business growth through both inherited relationships and new opportunities
What We're Looking For
- Chartered Financial Planner (Level 6) - essential for this role
- Extensive experience advising HNW/UHNW clients
- Strong technical capability across pensions, investments, tax planning, and estate planning
- A relationship-builder who can inspire trust and deliver exceptional client outcomes
- Someone ambitious, commercially minded, and ready for a role with visibility and influence
- A team-player who thrives in a collaborative, modern, growth-driven environment
Senior Chartered Financial Planner - London - on site - £75,000 - £80,000 Basic + Bonus employer: Financial Divisions
Join a dynamic and award-winning Chartered IFA in London, where you will have the unique opportunity to manage a premium portfolio of ultra-high-net-worth clients while contributing to the firm's ambitious growth plans. With a competitive salary, bonus structure, and clear pathways for leadership progression, this role offers a collaborative work culture that values innovation and teamwork, ensuring you thrive in a supportive environment backed by strong marketing and lead generation efforts.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Chartered Financial Planner - London - on site - £75,000 - £80,000 Basic + Bonus
✨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 Senior Chartered Financial Planner - London - on site - £75,000 - £80,000 Basic + Bonus
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.
