Financial Planner

mbf.

Posted 6 days ago, valid for 11 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

An excellent opportunity has arisen for a Chartered Financial Planner to join a leading financial planning team in London, offering a salary of £65,000-£75,000 plus bonuses and benefits.
The role is designed for an experienced adviser with 5-7+ years of financial planning experience, particularly in managing high-net-worth clients.
Candidates should be adept at conducting in-depth client meetings and providing tailored advice while maintaining compliance and regulatory standards.
The position emphasizes relationship management and high-level planning without the need for report writing, making it ideal for client-facing professionals.
The firm provides strong internal support from paraplanning, compliance, and operations teams, along with clear long-term progression opportunities.

Financial Planner - High-Quality Clients | London (Hybrid) | £65,000-£75,000 + Bonus + Benefits

An excellent opportunity has arisen for a Chartered Financial Planner to join a leading financial planning team within a highly regarded professional services firm based in the City of London.

This is a well-structured and collaborative environment, offering strong internal referrals, high-quality clients, and full support across paraplanning, compliance, and operations. The role is ideal for an experienced adviser who enjoys client-facing work and wants to focus on relationship management and high-level planning without writing reports.

Key Responsibilities:

Manage and develop a portfolio of high-net-worth private clients, including partners of professional firms, business owners, and families.
Conduct in-depth client meetings, identify planning needs, and present tailored advice.
Collaborate closely with in-house tax, legal, and accountancy teams to deliver joined-up solutions.
Maintain the highest compliance and regulatory standards across all client work.

What They’re Looking For:

Chartered Financial Planner (or close to Chartered).
5-7+ years of experience in financial planning, ideally within a reputable firm.
Proven ability to manage client relationships independently and confidently.
Organised, articulate, and professional — able to explain complex matters clearly.
This role is not suitable for those looking to transition from a paraplanning background.

The Offer:

£65,000-£75,000 base salary (higher for the right candidate)
Annual discretionary bonus linked to individual and firm performance
Full support from paraplanning, compliance, and admin teams
Clear long-term progression opportunities
Hybrid working and excellent benefits

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