Financial Divisions in London and Surrey is recruiting for a servicing adviser to manage a £110m AUM book from a retiring adviser. The role is hybrid, with office-based work in London and Surrey and client meetings across the region.
The candidate should be a Chartered Financial Planner (or close to completion) and handle pensions, investments, IHT and intergenerational wealth for retirees, families and business owners. No new business chasing required.
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Senior Financial Planner - London/Surrey AUM £110m 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.
