Chartered Financial Planner

Chartered Financial Planner
Location: London
Contract: Permanent
Salary: £80,000 - £85,000 per annum + bonuses
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are currently working on behalf of a well-established Wealth Management business, who are looking to recruit an experienced Chartered Financial Planner to join their London office.

This is an excellent opportunity for a commercially driven Financial Planner to manage and develop a portfolio of clients, including clients transitioning from existing advisers and recent acquisitions.

The successful candidate will be responsible for delivering high-quality, compliant financial advice while building long-term client relationships and generating new business opportunities. The role offers strong earning potential, with a bonus structure of 30% on initial advice fees with no validation requirement.

Key Responsibilities

• Manage and develop a portfolio of private clients
• Support clients transitioning from existing advisers and recent acquisitions
• Build and maintain trusted, long-term client relationships
• Provide high-quality, compliant financial advice tailored to individual client needs
• Generate new business through company-provided leads, referrals, seminars, marketing campaigns and wider business development activity
• Work closely with internal teams to ensure a smooth and professional client experience
• Deliver against KPI targets aligned to experience and role expectations
• Maintain strong compliance standards and ensure all advice meets regulatory requirements
• Represent the business professionally and contribute to continued growth across the London office

Candidate Criteria

• Level 6 Chartered Financial Planner status required
• Proven experience in a Financial Planner or Financial Adviser role, managing a large portfolio
• Strong client relationship management skills
• Confident generating and developing new business opportunities
• Professional, ethical and client-centric approach
• Strong communication skills, both written and verbal
• Ambitious, commercially aware and motivated to grow within a supportive firm

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.