Blakemore Recruitment
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
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.