Senior Financial Planner
other jobs Financial Divisions
Added before 2 hours
- England,London,City of London
- Full Time, Permanent
- £90,000 - £150,000 per annum
Job Description:
Full job descriptionBRAND NEW ROLE - SEPT 2026
Manage £110m AUM from a retiring adviser
London and Surrey based role
Up to £90k salary with bonuses giving c.£150k take home
*Chartered Financial Planner (or very close to completion)
*Servicing role – no expectation to win new business
*Manage £110m AUM book of business from a retiring adviser
*Up to £90k basic salary with bonuses on top giving c.£150k take home
*Clients are retirees, families, City professionals, business owners
*Lots of pensions, investments, IHT and intergenerational family work
*Average client has £500k - £2m invested
*Top client has £15m+ invested
*Clients spread across London and North & East Surrey
*You need to be resident or close to these areas
*Mix of office based in London and also in Surrey and then out meeting clients
*Full administration and paraplanning support from a pooled team
Contact Peter at Financial Divisions for more information
Manage £110m AUM from a retiring adviser
London and Surrey based role
Up to £90k salary with bonuses giving c.£150k take home
*Chartered Financial Planner (or very close to completion)
*Servicing role – no expectation to win new business
*Manage £110m AUM book of business from a retiring adviser
*Up to £90k basic salary with bonuses on top giving c.£150k take home
*Clients are retirees, families, City professionals, business owners
*Lots of pensions, investments, IHT and intergenerational family work
*Average client has £500k - £2m invested
*Top client has £15m+ invested
*Clients spread across London and North & East Surrey
*You need to be resident or close to these areas
*Mix of office based in London and also in Surrey and then out meeting clients
*Full administration and paraplanning support from a pooled team
Contact Peter at Financial Divisions for more information
Job number 4113294
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Company Details:
Financial Divisions
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