Financial Planner

Financial Planner – High-Quality Clients | London (Hybrid) | £65,000–£75,000 + Bonus + Benefits

An excellent opportunity has arisen for a Chartered Financial Planner to join a leading financial planning team within a highly regarded professional services firm based in the City of London.

This is a well-structured and collaborative environment, offering strong internal referrals, high-quality clients, and full support across paraplanning, compliance, and operations. The role is ideal for an experienced adviser who enjoys client-facing work and wants to focus on relationship management and high-level planning without writing reports.

Key Responsibilities:

• Manage and develop a portfolio of high-net-worth private clients, including partners of professional firms, business owners, and families.
• Conduct in-depth client meetings, identify planning needs, and present tailored advice.
• Collaborate closely with in-house tax, legal, and accountancy teams to deliver joined-up solutions.
• Maintain the highest compliance and regulatory standards across all client work.

What They’re Looking For:

• Chartered Financial Planner (or close to Chartered).
• 5–7+ years of experience in financial planning, ideally within a reputable firm.
• Proven ability to manage client relationships independently and confidently.
• Organised, articulate, and professional — able to explain complex matters clearly.
• This role is not suitable for those looking to transition from a paraplanning background.

The Offer:

• £65,000–£80,000 base salary (higher for the right candidate)
• Annual discretionary bonus linked to individual and firm performance
• Full support from paraplanning, compliance, and admin teams
• Clear long-term progression opportunities
• Hybrid working and excellent benefits