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| Job Location | London |
| Education | Not Mentioned |
| Salary | 55,000 - 60,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
My client is a Chartered, Independent IFA practice in London who due to 2 Senior Advisers succession planning to retire in 12months are looking for an experienced Financial Planner to join their team in London, WFH opportunity available.You will be working closely with the Senior Advisers, managing a portfolio of clients and provide full Financial Planning across pensions, investments, protection, and IHT planning. Clients are HNW clients so cases can be complex and technical.The role focuses more on Client Relationship Management rather than Business Development as the portfolio of clients is substantial. You will be meeting with clients online, preparing annual reviews and lifetime cashflow modelling. Working with clients ontheir succession and legacy planning. My client is highly ethical and prides themselves in providing fully holistic advice and putting the clients objectives first.This is a great opportunity for an experienced Financial Planner, must be qualified and ideally, working towards your Chartered status. Company offers excellent salary and generous bonus.If you are looking for a role that allows you to focus on developing existing client relationships rather than cold calling or having to source new clients, then please do send your CV to Ursula Sloan