Chartered Financial Planner, Central London, Basic £75,000 + £25k Bonus, OTE £100k, Hybrid or Remote
18 Days Old
Chartered Financial Planner - Manage £35m+ AUM Central London | Basic £75,000 + £25,000 Bonus | OTE £100k+ Hybrid or Fully Remote (with travel to London for client meetings)
We are proud to continue our long-standing partnership with this award-winning Chartered Wealth Management firm, having supported their growth for over a decade. Independent by design and with no intention of selling to a consolidator, they offer an outstanding platform for ambitious Financial Planners — including a clear route to Partnership.
One of the firm’s highest-performing Partners is now seeking to hand over an initial portfolio of c.£35m in Assets Under Management (AUM) to a highly capable, Chartered Financial Planner. As their client base has expanded significantly, they’re looking for someone to take on a carefully curated book of longstanding, loyal clients. Once strong relationships have been built, a further tranche of clients will also be passed across.
This is a rare opportunity to focus purely on providing exceptional financial planning, without the pressure of business development. The firm’s reputation for clear, jargon-free, and ethical advice drives a high volume of referrals — making this an ideal role for a technically strong adviser who thrives on delivering meaningful, holistic, and intergenerational planning to clients and their families.
You’ll be working closely with an...
- Location:
- London
- Salary:
- £70,000 - £75,000 per annum
- Category:
- Accounting & Finance