Chartered Financial Planner — Lead £100m AUM in Surrey

Financial Divisions; England; Hybrid; GBP 90,000 - 150,000; Full time

Job summary

Financial Divisions in the Surrey/London corridor is seeking an experienced Chartered Financial Planner (or close to completion) to take over a £100m AUM book from a retiring adviser. You will deliver holistic financial planning for retirees, families, City professionals and business owners, with comprehensive pensions, investments and IHT planning.

The role is Surrey-based with some attendance in London; full administration and paraplanning support is provided by a pooled team, and a base

Qualifications

• Chartered Financial Planner (or close to completion) with strong pensions, investments and IHT knowledge.
• Resident near London or Surrey to attend meetings.
• Experience handling high-net-worth clients.

Responsibilities

• Manage £100m AUM book from a retiring adviser.
• Provide holistic financial planning for retirees, families and professionals.
• Coordinate with paraplanning and administration teams.
• Attend client meetings in London and Surrey.

Skills

AUM management

Client advisory

Pensions planning

IHT knowledge

Education

Chartered Financial Planner

Job description

Financial Divisions in the Surrey/London corridor is seeking an experienced Chartered Financial Planner (or close to completion) to take over a £100m AUM book from a retiring adviser. You will deliver holistic financial planning for retirees, families, City professionals and business owners, with comprehensive pensions, investments and IHT planning.

The role is Surrey-based with some attendance in London; full administration and paraplanning support is provided by a pooled team, and a base