Senior Chartered Financial Planner – London – on site – £75,000 – £80,000 Basic + Bonus job at London Full Time NEW

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

To discuss confidentially, please send your CV to Ursula at Financial Divisions