Senior Financial Planner – £110m AUM (Hybrid: London/Surrey)

Senior Financial Planner – £110m AUM (Hybrid: London/Surrey)

Full-Time No working from home possible
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Financial Divisions is seeking a Senior Financial Adviser to take over a £110m AUM book from a retiring adviser. The role is based in London and Surrey with a mix of office work and client meetings, supported by a pooled team for administration and paraplanning.

You will service retirees, families, City professionals and business owners, handling pensions, investments and intergenerational planning. A strong advisory track record is essential.

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Senior Financial Planner – £110m AUM (Hybrid: London/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.

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Contact Details:

Financial Divisions Recruitment Team