Financial Planner

Location: London, United Kingdom

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Maintain and grow an existing client base across lower and high-net-worth segments.
• Win new clients through professional networks, hirify.global referrals, events, and business development activity.
• Build and manage a high-quality pipeline, tracking activity, conversion, and growth targets.
• Provide holistic financial advice and deepen client engagement while increasing assets under advice and profitability.
• Work with marketing, distribution partners, and discretionary investment specialists to develop client solutions.
• Maintain compliant advice processes, documentation, and client outcomes in line with FCA requirements, Consumer Duty, and hirify.global standards.

Requirements

• Level 4 Diploma in Financial Planning at minimum.
• Experience providing regulated advice to high-net-worth private clients.
• Strong client care, communication, business development, and relationship-building skills.
• Technical knowledge of client solutions, risk, suitability, and regulatory compliance.
• Ability to generate new business through professional introducers, referrals, and an agreed distribution plan.
• Role includes client-dealing functions under the Senior Managers & Certification Regime.

Nice to have

• Advanced Financial Planning qualifications.
• Investment Advice Certificate or equivalent.
• Experience advising new and existing high-net-worth clients alongside Discretionary Investment Management.

Culture & Benefits

• Permanent full-time employment within a collaborative, inclusive, and growth-oriented environment.
• 26 days of holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory pension scheme with the option for additional personal contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
• Flexible benefits for UK employees, available through salary deduction.