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

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

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

Original job Chartered Financial Planner - London - Hybrid - Salary up to £75k + bonus posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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