Chartered Financial Planner – London Portfolio Lead
Clinical Role Overview
Orla Rose Associates Ltd in London is seeking a Chartered Financial Planner to take ownership of an existing London client book in a hybrid role. You will deliver tailored financial planning advice, build lasting client relationships and support growth through referrals and firm marketing activity.
You will manage the portfolio from day one, perform thorough fact-finding, develop and present suitable recommendations, and use cashflow modelling to illustrate scenarios, while maintaining high
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Key Details
- Date Posted: 27 Oct 2026
- Location: london
- Employment Type: Permanent
- Workplace: On-site
- Category: Finance, Sales
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Orla Rose Associates Ltd
Verified Healthcare EmployerVerified NHS trust or certified UK healthcare facility offering professional development and clinical governance.
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