- - Ideally Chartered or working towards Chartered status
- - Manage up to 100 HNW & UHNW clients
- - Clients spread across Buckinghamshire & Oxford
- - Clients are large families, City professionals, business owners and entrepreneurs
- - Remote role with trip to offices near Beaconsfield periodically
- - Manage up to 100 clients
- - Top client with multiple millions invested (£20m+)
- - Whole of market financial advice - fully independent
- - Lots of referrals from an established accountancy practice
- - Full admin and paraplanning support
- Contact Peter@financialdivisions.co.uk for more information
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Senior Financial Planner in Beaconsfield employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
