Senior Financial Planner

BRAND 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@financialdivisions.co.uk for more information