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.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East. This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book. Role Description: As a Financial Planner in this role, you will enjoy the support, guidance, and resources provided by a prominent name in the wealth advice sector. You'll have the opportunity to provide first client service while developing and growing your own book of clients over a period of time with earnings increasing year on year, you will be in control of your own business/income. Key Responsibilities: Offer personalized financial advice and wealth management services to clients.Build and manage a high-quality client book.Make use of training, leads, and client resources provided by the company.Maintain the highest standards of professionalism and integrity.Stay current with industry trends and regulations.Must be driven, hardworking and happy to network, proven training methods that have been a success for over 10 years will be provided but self-motivation and attitude are key. On Offer: Highly competitive base salary.Uncapped bonus potential.Genuine opportunity to earn a six-figure salary where you are in control of your earnings, not relying on a discretionary bonus.Ongoing training and professional development.A supportive and collaborative work environment.Opportunities for career growth and advancement.Starting salary £65-£75k, OTE well into six figures after two years. Qualifications: A strong commitment to providing exceptional client service.Financial planning qualifications and industry certifications (DipPFS or equivalent).Proven experience in financial planning.Excellent communication and interpersonal skills.Self-motivated and driven to achieve targets.Knowledge of financial products and investment strategies. Location: This opportunity is based in London and the South East, where you'll find great potential for building and expanding your client base. Work Schedule: We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance. If you're a dedicated and ambitious Financial Planner looking to take control of your financial future while delivering exceptional client service, please apply for this role. Be part of this clients on-going success story and apply for this exciting opportunity today.

Senior Financial Planner Location: London, Hybrid Salary: £80,000 - £110,000 (depending on experience) Bonus: 25% of initial fees (capped at £50,000) + annual discretionary bonus Benefits: Exceptional Benefits Package Our client, a highly regarded wealth and investment management firm, is seeking an experienced Senior Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions. The Role As a Senior Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice. Key Responsibilities: Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.Manage and develop a client bank with an expected AUM of £50M, with a target of £10M in new business per year.Lead client meetings, prepare financial planning reports, and ensure suitability standards are met.Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service.Maintain an in-depth understanding of investment markets, regulatory requirements (FCA), and financial planning strategies.Contribute to business development through networking, referrals, and professional connections. Requirements: 5+ years of experience in financial planning, working with HNW/UHNW clients.Chartered Financial Planner status (CII or CISI) preferred (or working towards Chartered).Strong knowledge of investment strategies, estate planning, retirement solutions, and tax-efficient structures (e.g., ISAs, SIPPs, Trusts, Offshore Bonds).Business development mindset with a track record of growing client portfolios.Excellent communication and relationship management skills. The Package & Benefits: Salary: £80,000 - £110,000 (depending on experience).Bonus: 25% of initial fees (capped at £50,000) + discretionary bonus.Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.Client allocation: Client portfolio transferred of within the £10M - £20M AUM range.Career progression opportunities: Clear pathway to Senior Financial Planning Director and Partner. This is an excellent opportunity to join a firm that provides strong career growth, a high-quality client base, and a structured pathway to senior leadership.