Financial Divisions in London and Surrey-based role is seeking a Chartered Financial Planner to manage a £110m AUM book from a retiring adviser. The position offers a base salary up to £90k with bonuses that can bring total compensation to around £150k.
The candidate will handle pensions, investments, IHT and intergenerational wealth planning for a diverse client base including retirees, families, City professionals and business owners; travel to client meetings is involved with a mix of office
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Senior Financial Planner – London/Surrey AUM ~£150k OTE 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.
