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 Surrey 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
