Chartered Financial Planner

Job Description We are exclusively partnered with a boutique firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team.We are looking to speak with enthusiastic and forward-thinking Senior Financial Planners, who will offer totally independent financial planning to a provided client bank.Role OverviewDeliver high quality, bespoke advice to clients Manage an existing, provided client bankEnsuring the highest standards of client careAttending industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is providedThe Personc4 years+ financial planning experience (essential) Chartered status/ near to completion (desirable)The PackageBasic starting salary of up to c100,000Commission linked to new business & client retentionExtensive benefits package To be considered for this opportunity, please submit the latest version of your CV.JBRP1_UKTJ

Created: 2026-03-01