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Chartered Financial Planner, Professional Practice based IFA

Key Job Features

Job Type: Permanent
Reference: 754
Location: London, North of Thames
Other: + Bonus (£100,000+ 1st year earnings) + Benefits


We have been exclusively retained by a charity-owned Chartered financial planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. 

Being at full capacity, our client is looking for a high-calibre Senior Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to a diverse range of new and existing clients to meet their individual needs and circumstances. You will inherit local, mass affluent clients from as well as benefitting from readily available, high quality leads from its exclusive introducer relationships and established affiliations with professional associate partners.

You will benefit from dedicated administrative and sophisticated paraplanning support, enabling you to optimise the time spent serving the clients’ needs.

To succeed in this role, you must have a strong track record of converting strong client leads, whilst also adding value to an existing portfolio of clients. You will also be comfortable advising on specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice.

This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be dynamic, ambitious and energetic Financial Planners with an appetite to grow with a company.

If you are interested in exploring this further, please email your CV to  quoting reference 754 or call Tim Terrell (01761 252538) or Emily Morris (01761 252529) for an initial discussion.


Salary and package:        To £75,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

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