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 bonuses and commissions.
- 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 75000 - 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 prestigious 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 career progression into leadership roles, this is an exceptional environment for those looking to make a significant impact in a collaborative and forward-thinking team.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Chartered Financial Planner - London - on site - £75,000 - £80,000 Basic + Bonus
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Senior Chartered Financial Planner role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with UHNW clients and complex financial planning in detail. We want to see how you can bring value to the team and the client book you'll inherit.
✨Tip Number 3
Be ready for a collaborative vibe! This role is all about teamwork, so come prepared to share your ideas and strategies on how to nurture those long-standing client relationships while driving growth.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
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 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Senior Chartered Financial Planner role. Highlight your experience with UHNW clients and any relevant qualifications to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share your passion for financial planning and how you can contribute to our growth story.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've made a difference in previous roles, especially with complex client needs.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Client Book
Before the interview, take some time to research the types of clients you’ll be working with. Understand their needs and how your experience aligns with managing ultra-high-net-worth portfolios. This will show that you're not just a fit for the role, but that you’re genuinely interested in the clients you'll be serving.
✨Showcase Your Technical Skills
Be prepared to discuss your technical expertise in areas like pensions, investments, tax planning, and estate planning. Bring examples of how you've successfully navigated complex financial situations for HNW/UHNW clients. This will demonstrate your capability and reassure them that you can handle their sophisticated needs.
✨Emphasise Relationship Building
Since this role involves inheriting deep, long-standing relationships, highlight your ability to build trust and rapport with clients. Share specific stories where you’ve turned challenging client interactions into successful outcomes. This will illustrate your relationship-building skills and your commitment to exceptional client service.
✨Align with Their Growth Vision
Research the firm’s growth plans and be ready to discuss how you can contribute to their expansion. Show enthusiasm for being part of a collaborative team and how your ambitions align with their vision. This will position you as a candidate who is not only capable but also excited about the future of the firm.
