Average Financial Planner salary in City of London

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between London and Essex. About the Role: As a Wealth Planner, you will play a pivotal role in maintaining and nurturing existing relationships, with a view to developing to book further over a period of time. You will be responsible for providing expert financial planning services to clients, ensuring their needs are met with the utmost professionalism and care. Key Responsibilities: Take over and manage an existing book of clients valued at £60m-£70m.Utilize your network and connections to expand the client base and increase revenue.Deliver exceptional financial planning services and maintain high service standards.Stay updated on market trends, particularly within professional practice.Collaborate with team members, delegate tasks, and communicate effectively.Conduct client reviews and implement marketing initiatives to drive business growth.Manage client database and liaise with providers to ensure smooth operations.Adhere to compliance and professional standards of the firm. Essential Requirements: Previous experience in wealth planning private client services.Strong interpersonal and communication skills.Commercial mindset with a solutions-oriented approach.Minimum of 5 years' experience working within a financial planning advice capacity.Chartered Financial Planner Qualification or Equivalent preferred.Proficiency in MS Office Suite (Word / Excel / PowerPoint) and Outlook. If you are an experienced Financial Planner seeking to work within an agile and client focussed working environment alongside likeminded individuals, within a company who can offer excellent bonus incentives, please do apply.

A well-established financial planning firm is looking to hire an Employed Financial Planner to take on a substantial £35m FUM client bank. This is a genuine opportunity to inherit a loyal and engaged group of clients, with strong recurring income already in place, and to grow it further as the firm continues to expand.The RoleYou’ll be responsible for servicing and developing a portfolio of clients, mostly at or approaching retirement. The focus is on maintaining close client relationships, delivering clear, ongoing financial planning advice, and identifying opportunities to enhance their long-term outcomes.The firm is acquisitive, with another client bank due to be added shortly, so the portfolio you inherit will increase in size during your first year. You’ll also be encouraged to grow the client bank organically through referrals, introducers, and your own professional network.If you’re currently self-employed or able to bring clients with you, that will be recognised with an enhanced package and the potential for a golden handshake to support the transition.Support and StructureYou’ll be supported by a team of Diploma-qualified paraplanners and experienced administrators, so you can focus on clients rather than admin. The business promotes a flexible and hybrid working model, giving you full control over how you manage your diary.Why Join This Firm (and Why Quilter)?The firm operates as an Appointed Representative (AR) of Quilter, giving you access to Quilter’s robust infrastructure, platform, and investment technology while maintaining the independence of a smaller, privately run firm.You’ll benefit from:A compliant advice framework that supports independence and flexibilityAccess to Quilter’s investment platform and tools for efficient client reviews and reportingIntegrated risk profiling and research systems to speed up suitability reportingSupport from Quilter’s technical and compliance specialists for complex casesThis setup gives you the best of both worlds – the stability and backing of a national network, combined with the personal, relationship-led culture of a smaller firm.PackageBasic salary: £70,000 – £99,000 (DOE and client following)OTE: £100,000 – £130,000 in year oneBonus structure linked to client growth and ongoing advice incomeFull paraplanning and admin supportHybrid/flexible workingIf you’re an experienced Financial Planner looking for a stable employed role with a high-quality client bank and room to grow, we’d like to hear from you.

Our client is a leading technology focused financial planning firm who are on an exciting growth trajectory and looking for their next experienced financial planner to join them on their journey. You will be given pre-qualified meetings with warm lead clients to convert and full support in growing your book. You will be entrepreneurial and enjoy business development and be eager to participate in things like seminars and networking events. You will have at least 1 years experience of managing your own clients and be at least Level 4 qualified and on your way to Chartered status. You will be supported by a highly technical and competent Paraplanning team with no requirement to do your own paraplanning or admin. Our client offers great flexibility with most internal and external meetings completed remotely, but do encourage people to be in the office a couple of days a week to contribute to the ongoing growth of the business and be part of the team.