Financial Planner                                   London                                 Up to £100,000 + Bonus

Our client a growing Financial Planning business are seeking an experienced Financial Planner to grow the expanding team. This is a client-facing role offering the opportunity to work closely with senior leadership while delivering high-quality, tailored financial advice to a diverse client base.

You will be responsible for building long-term relationships, providing holistic financial planning, and supporting clients in achieving their financial goals through strategic advice and ongoing portfolio management.

🟣 Build and manage strong relationships with new and existing clients
🟣 Conduct detailed fact-finds and develop tailored financial plans
🟣 Provide advice across pensions, investments, protection, and tax planning
🟣 Monitor portfolios and market trends to inform client recommendations
🟣 Support business development through referrals and networking

The ideal candidate will hold a Level 4 Diploma in Financial Planning and have proven experience in an advisory role. Strong knowledge of pensions, investments, and protection products is essential, with Chartered status (or working towards) highly desirable.

This is an excellent opportunity to join a forward-thinking firm offering strong earning potential, career progression, and the chance to make a real impact within a growing business.