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Chartered Financial Planner - London - 1st year OTE £150k

Job Description - Chartered Financial Planner - London - 1st year OTE £150k

Join a prestigious, award-winning Chartered IFA firm based in the heart of London, known for delivering truly independent financial advice with integrity, expertise, and a personal touch.

We are seeking a Chartered Financial Planner who is passionate about helping clients navigate life’s financial complexities. You’ll be part of a dynamic team of professionals committed to excellence, innovation, and putting clients first.

? What We Offer:

  • A highly respected and independently owned firm with full Chartered status
  • A collaborative and forward-thinking culture
  • Access to a loyal and diverse client base
  • Ongoing professional development and growth opportunities
  • Competitive remuneration package and performance incentives

? What You’ll Do:

  • Provide bespoke financial planning to high-net-worth individuals and families
  • Manage a book of existing clients and grow through referrals and networks
  • Compile strategic solutions in areas including retirement planning, investment strategy, estate planning, IHT, EIS’s, VCT’s and more
  • Build long-term, trusting client relationships
  • Stay ahead of regulatory changes and financial trends

?? What You Bring:

  • Chartered Financial Planner status (or working towards it)
  • A track record of ethical, client-focused advice
  • Technical expertise
  • Excellent communication skills and commercial awareness
  • Ambition, self-motivation, and a genuine desire to make a difference

Take the next step in your career with a firm that values authenticity, independence, and meaningful client impact.

?? Based in London ?? Full-time ?? Confidential inquiries welcome

Apply today and redefine what great financial planning looks like.

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