Senior Financial Adviser β€” Equity & Succession Path

Senior Financial Adviser β€” Equity & Succession Path

Full-Time No working from home possible
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Financial Divisions in London is seeking a highly experienced Financial Adviser to take over from the Managing Director in a structured succession plan. You will nurture relationships with HNW/UHNW clients, present cashflow planning, and gradually assume leadership of the client base.

The role offers equity in the business, increasing equity over time, and a clear path to running the firm alongside the MD. This is a rare, autonomy-rich opportunity for long-term wealth planning.

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Senior Financial Adviser β€” Equity & Succession Path 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.

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Contact Details:

Financial Divisions Recruitment Team