Financial Planner

Job Title: Financial Planner

Location: Offices near Kingston upon Thames

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Finance

This role is for a Financial Planner at an independent wealth planning firm servicing high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and Surrey.

Responsibilities:

1. Consult on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
2. Manage existing clients and generate new business.
3. Provide dedicated admin and paraplanning support.

Qualifications:

1. 18 months to 2 years of advising experience preferred (more senior advisers will be considered).
2. Background in either an independent or restricted wealth planning firm.
3. Preferably working towards Chartered status.
4. Knowledge of FE Analytics is helpful.

The business has sufficient clients to maintain 5-6 appointments per week, with referrals from estate agencies, accountants, and solicitors.

If this role sounds of interest or for other roles, please contact: peter@financialdivisions.co.uk

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