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Permanent

Senior Chartered Financial Planner - London - on site - £75,000 - £80,000 Basic + Bonus

London
money-bag 75000.00-75000.00 Annual
3109831774
Posted Yesterday

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 + commissionImmediate access to a premium UHNW client bookJoin a Chartered, award-winning, fast-expanding IFA with a strong industry footprintHighly collaborative, visible role with direct influence across the businessClear progression into leadership or management as the firm scalesBacked by strong marketing, lead generation, and a forward-thinking executive teamA firm with serious, credible growth plans - and the investment to matchWhat You''ll Be DoingTaking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needsDelivering sophisticated, fully independent financial planning at Chartered levelWorking closely with senior leadership as the business continues its expansionPlaying a key role in shaping client strategy, proposition development, and best practiceCollaborating with a high-performing team across advice, investment, and operationsContributing to business growth

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