Financial Divisions in the Surrey/London corridor is seeking an experienced Chartered Financial Planner (or close to completion) to take over a £100m AUM book from a retiring adviser. You will deliver holistic financial planning for retirees, families, City professionals and business owners, with comprehensive pensions, investments and IHT planning.
The role is Surrey-based with some attendance in London; full administration and paraplanning support is provided by a pooled team, and a base
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Chartered Financial Planner — Lead £100m AUM in Surrey 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.
