Financial Divisions is seeking an experienced financial planner to take ownership of an established client bank of ~50 clients with ~£80 million AUM. The role focuses on holistic planning, not business development, with continuity and trust at the core.
The ideal candidate will be Chartered, comfortable delivering pensions, retirement, investment, inheritance and tax planning and protection, while maintaining exceptional client service in a collaborative environment.
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Senior Chartered Financial Planner — Client-Focused Wealth 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.
