FI

Financial Planner

Financial Divisions london Posted 19 Oct 2026 Closing: 18 Nov 2026
Permanent Hybrid
£250,000
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Role Description & Technical Scope

BRAND NEW VACANCY - OCTOBER 2026 - Independent Financial Planner

  • £70k - £80k basic salary plus bonuses and outstanding benefits
  • 28 days annual leave, Death in Service and PMI cover
  • London offices - Near Putney/Wandsworth
  • 2 - 3 days per week in the office
  • Manage 70 - 100 existing clients plus new enquiries
  • Whole of market financial advice to private and corporate clients
  • Business mix: pensions, investments, retirement planning, business exits
  • Cashflow modelling, IHT planning, Trusts etc.
  • Clients are retirees, SME owners, Creatives and City professionals
  • Clients invested assets range from £250k - £5m invested
  • Average client has £1m invested
  • Pooled administration and paraplanning support
  • Client meetings are a mix of face to face in London and virtual
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Key Details
  • Date Posted: 19 Oct 2026
  • Location: london
  • Employment: Permanent
  • Workplace: Hybrid
  • Domain: Finance, Sales
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FI
Financial Divisions
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