BRAND NEW ROLE - SEPT 2026
Senior Financial Adviser - Manage £110m AUM from a retiring adviser
London and Surrey based role
Up to £80k - £90k salary with bonuses giving c.£150k take home
- Senior 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
Senior Financial Planner in Oxted employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
