Chartered IFA Firm | 6 UK Offices | Established Client Base | Genuine Progression

A highly respected, fully Chartered Independent Financial Advisory firm with six offices across the UK is looking for an experienced Chartered Financial Planner to join its London team.

This is a rare opportunity to step into a well-established, professionally led environment with strong infrastructure, a high-quality inherited client base, and a genuine pipeline of new enquiries — giving you the platform to focus on what you do best.

The Firm

This is a firm built on technical excellence, ethical practice, and a genuine commitment to independent, client-centric advice. With Chartered status at firm level and a culture that reflects it, you will be joining a business where standards are high, support is genuine, and long-term careers are the norm rather than the exception.

The Role

• Manage and develop an inherited portfolio of clients, including those transitioning from other advisers within the firm
• Deliver holistic, high-quality independent financial planning advice across a broad and established client base
• Build trusted, long-term relationships with clients and their families
• Contribute to business growth through professional referrals, networking, and firm-generated leads
• Maintain the highest standards of compliance, professionalism, and ethical practice throughout
• Where appropriate, provide mentoring or leadership support to junior advisers and paraplanners within the team

About You

• Chartered Financial Planner status — essential
• Several years of experience in a financial planning or advisory role
• Strong relationship-building and communication skills
• A professional, ethical, and genuinely client-first approach
• Comfortable identifying and developing new business opportunities
• Management or leadership experience is highly advantageous
• Ambitious, collaborative, and looking to grow within a firm that will invest in you

What Is on Offer

• Salary up to £75,000 plus bonus, aligned to experience and contribution
• An inherited client portfolio with a strong pipeline of new enquiries
• Full paraplanning and administrative support
• Clear progression pathways, including leadership opportunities
• A supportive, forward-thinking culture within a highly regarded Chartered firm

Next Steps

To find out more or to apply in confidence, please submit your CV and contact details and we will be in touch to arrange an initial conversation. Jo Clark, Financial Divisions.