Manage £110m AUM from a retiring adviser
London and Surrey based role
Up to £90k salary with bonuses giving c.£150k take home
Chartered Financial Planner (or very close to completion)
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
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
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Senior Financial Planner in Reigate 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.
