Chartered Financial Planner – London Portfolio Lead

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