Financial Planner job at London Full Time

An independent firm of insurance brokers and financial planners based in East London. Our roots go back to 1890, and today we still advise the great-grandchildren of some of our original clients. We are directly authorised by the FCA (Firm Reference 121398), with the freedom to recommend the whole market and a long-held commitment to genuinely independent, jargon-free advice, given in our clients’ best interest and nobody else’s. Our wealth & financial planning team is growing, and we want a senior adviser to grow with it.

The opportunity

This is a growth hire, not a backfill. We’re adding a second senior adviser / Client Director to take on a bank of our more complex, higher-value client relationships and to be one of the senior faces we put in front of new clients. You’ll have real autonomy, a genuine say in how the firm grows, and an established team around you. We’re a deliberately collaborative firm — somewhere advisers work together and share the load, rather than clock in and out. For the right person there’s a long-term home here, and we’ve structured ownership and succession deals before for advisers who want one.

What you’ll do

• Look after an established bank of high-value clients — many of them successful, commercially astute business owners — with the credibility to hold your own.
• Deliver holistic, independent financial planning across retirement, pensions, investments, tax and estate/IHT planning, and protection.
• Advise with the freedom of true independence — whole-of-market choice through a flexible centralised investment proposition (currently Quilter, Transact and Timeline; model portfolios, DFMs and bespoke as the client needs).
• Proactively spot and win new business through professional connections, networking and referrals.
• Lean on strong support — administrators book your reviews and prepare meetings, and a paraplanner writes your suitability reports.

Who we’re looking for

• An experienced adviser with genuine gravitas — comfortable with demanding clients who will challenge and probe.
• A proven, proactive approach to new business — you’re happy to network, speak and get out there (you don’t need to be a full-time hunter).
• Diploma-qualified (Level 4) as a minimum, with strong technical knowledge across complex planning.
• Within commutable reach of our East London office, able to be in around three days a week.
• Entrepreneurial and independent-minded — you want autonomy, a say, and a long-term home rather than the biggest cheque.

Package

• Base salary c.£75,000–£100,000+, depending on experience.
• Performance bonus: 25% of qualifying revenue above 3x salary, rising to 35% above 4x (initial fees and recurring income count, net of pay-aways).
• For the right person, a reduced validation threshold in year one while you build the book.
• Structured ownership / succession deals available for advisers who bring or build a book.
• Full admin and paraplanning support, a collaborative independent firm, and long-term progression.