Chartered Financial Planner - London | Hybrid - Salary £75,000 Base + Bonus

A highly regarded and fully independent Chartered Financial Planning firm is seeking an experienced Chartered Financial Planner to join its growing team in London.

This is a rare opportunity for an adviser who enjoys working closely with clients and delivering high-quality holistic financial planning without the pressure of business development targets. The successful individual will inherit and manage an established portfolio of approximately 100 affluent and ultra-high-net-worth families.

The role is centred on building long-term relationships and providing expert advice across all aspects of wealth management and financial planning.

Key Responsibilities

• Manage an established portfolio of circa 100 HNW and UHNW client families
• Conduct annual and ongoing client reviews
• Deliver holistic financial planning advice across:
• Retirement and pension planning
• Investment planning
• Inheritance Tax (IHT) planning
• Estate and succession planning
• Protection planning

• Work closely with clients, their families and professional connections
• Oversee client portfolios and identify planning opportunities as client circumstances evolve
• Maintain strong relationships, generating referrals and introductions through exceptional service
• Collaborate with an experienced paraplanning and administration team to deliver an outstand...