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Chartered Financial Planner - London - Hybrid - Salary up to £75k + bonus

Chartered Financial Planner - London - Hybrid - Salary up to £75k + bonus

Financial Divisions

Posted 23 days ago, valid for 5 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

An exceptional opportunity is available at a dynamic financial planning firm with multiple locations across the UK.
The role includes managing a client portfolio, conducting reviews, and mentoring junior team members while influencing planning processes.
Candidates should have Chartered Status or be working towards it, along with proven experience as an Independent Financial Adviser.
A strong knowledge of EIS, VCTs, Business Relief, and cashflow planning tools is required, with a preference for familiarity with Voyant.
The position offers a competitive salary, although the specific amount is not mentioned, and a track record of exceeding targets is essential.

An exceptional opportunity to join a dynamic and expanding financial planning firm with a strong presence across multiple UK locations. The role offers access to high-quality inbound leads, robust back-office support, and the chance to influence and enhance planning processes at a senior level.

What You'll Do:

Manage and grow your own client portfolio
Conduct regular client reviews and build new business through referrals and personal connections
Mentor junior team members and collaborate with paraplanners
Present proposals to board-level executives

What You Bring:

Chartered Status or working towards it
Proven experience as an Independent Financial Adviser
Strong knowledge of EIS, VCTs, Business Relief, and cashflow planning tools (Voyant preferred)
A track record of exceeding targets
Confidence, technical precision, and leadership skills
Client following preferred but not essential.

Please send your CV to Ursula at Financial Divisions

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