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Chartered Financial Planner - LondonBlakemore Recruitment • London, GB
Chartered Financial Planner - London

Chartered Financial Planner - London

Blakemore Recruitment • London, GB
30+ days ago
Salary
£80,000.00 yearly
Job type
  • Full-time
Job description

Chartered Financial Planner – London

£80,000 – £95,000 Basic + Bonus + Full Benefits

Minimum 5 Years’ Experience Required

We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team.

This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice — with the added benefit of inheriting a substantial, recurring-income client bank from day one.

The Opportunity

The successful candidate will:

  • Take over an established portfolio of loyal, ongoing clients
  • Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
  • Conduct annual and ongoing reviews
  • Identify planning opportunities to improve client outcomes
  • Work closely with an in-house paraplanning and administration team
  • Operate within a strong compliance and governance framework

This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.

About You

  • Chartered Financial Planner (CII) status
  • Minimum 5 years’ experience in a client-facing advisory role
  • Strong technical knowledge across pensions, investments and retirement planning
  • Experience managing an existing client bank
  • Professional, consultative and client-centric approach

What’s on Offer

  • Inherited, well-maintained client portfolio
  • Competitive basic salary (£80k–£95k depending on experience)
  • Performance-related bonus
  • Office based
  • Full paraplanning & admin support
  • Clear progression pathway within a growing firm
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Chartered Financial Planner - London • London, GB

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