Job Detail

Chartered Financial Planner – London – Hybrid – Salary up to £75k + bonus

  • Job DurationMore than 06 months
  • Project LevelMedium Level

Project detail

An exceptional opportunity to join a dynamic and expanding financial planning firm with a strong presence across multiple UK locations. The role offers access to high-quality inbound leads, robust back-office support, and the chance to influence and enhance planning processes at a senior level.

What You’ll Do:

Manage and grow your own client portfolio
Conduct regular client reviews and build new business through referrals and personal connections
Mentor junior team members and collaborate with paraplanners
Present proposals to board-level executives

What You Bring:

Chartered Status or working towards it
Proven experience as an Independent Financial Adviser
Strong knowledge of EIS, VCTs, Business Relief, and cashflow planning tools (Voyant preferred)
A track record of exceeding targets
Confidence, technical precision, and leadership skills
Client following preferred but not essential.

Please send your CV to Ursula at Financial Divisions

Industry Categories

Freelancer type required for this project