Job Description
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
Locations
OxtedSurrey
Senior Financial Planner in Oxted, 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.
