Full job descriptionBRAND NEW VACANCY - OCTOBER 2026 - Independent Financial Planner
*£70k - £80k basic salary plus bonuses and outstanding benefits
*28 days annual leave, Death in Service and PMI cover
*London offices - Near Putney/Wandsworth
*2 - 3 days per week in the office
*Manage 70 - 100 existing clients plus new enquiries
*Whole of market financial advice to private and corporate clients
*Business mix: pensions, investments, retirement planning, business exits
*Cashflow modelling, IHT planning, Trusts etc.
*Clients are retirees, SME owners, Creatives and City professionals
*Clients invested assets range from £250k - £5m invested
*Average client has £1m invested
*Pooled administration and paraplanning support
*Client meetings are a mix of face to face in London and virtual
For more details - contact Peter at Financial Divisions.