Senior Financial Planner

BRAND NEW ROLE - SEPT 2026

Manage £110m AUM from a retiring adviser

London and Surrey based role

Up to £90k salary with bonuses giving c.£150k take home

• Chartered Financial Planner (or very close to completion)

• Servicing role - no expectation to win new business

• Manage £110m AUM book of business from a retiring adviser

• Up to £90k basic salary with bonuses on top giving c.£150k take home

• Clients are retirees, families, City professionals, business owners

• Lots of pensions, investments, IHT and intergenerational family work

• Average client has £500k - £2m invested

• Top client has £15m+ invested

• Clients spread across London and North & East Surrey

• You need to be resident or close to these areas

• Mix of office based in London and also in Surrey and then out meeting clients

• Full administration and paraplanning support from a pooled team Contact Peter at Financial Divisions for more information