Chartered Financial Planner

We are working with a fully independent financial planning firm - a sister company to a high-quality accountancy practice - who are looking to appoint a Financial Planner to succeed a highly regarded adviser now approaching retirement.

This is a pivotal role: you would take over a substantial, long-established client bank (average portfolio circa £1.5m of liquid assets) while also managing new client relationships generated through the firm's London office.

The work is technically demanding and varied, frequently involving tax planning and trust work, so strong technical knowledge and the ability to advise confidently at a high level are essential.

You'd be joining a close-knit, professional team where the culture is relaxed, supportive, and refreshingly un-corporate. The position is London-based, but hybrid working is available following an initial settling-in period. There is also scope for future leadership opportunities as the firm continues to grow.

The role offers a basic salary up to £90K, plus discretionary bonus potential. The package is negotiable if you're able to bring clients with you.