Senior Chartered Financial Planner — Client-Focused Wealth

Financial Divisions; England; On-site; GBP 65,000 - 105,000; Full time

Job summary

Financial Divisions is seeking an experienced financial planner to take ownership of an established client bank of ~50 clients with ~£80 million AUM. The role focuses on holistic planning, not business development, with continuity and trust at the core.

The ideal candidate will be Chartered, comfortable delivering pensions, retirement, investment, inheritance and tax planning and protection, while maintaining exceptional client service in a collaborative environment.

Qualifications

• Chartered status with established financial planning expertise.
• Experience managing a client bank and AUM ~£80M.
• Strong client relationship and holistic planning approach.

Responsibilities

• Oversee established client bank of ~50 clients.
• Provide pensions, retirement, investment, inheritance, tax planning and protection advice.
• Maintain high level of service and grow client base without compromising quality.

Skills

Chartered status

Financial planning

Client relationship management

Job description

Financial Divisions is seeking an experienced financial planner to take ownership of an established client bank of ~50 clients with ~£80 million AUM. The role focuses on holistic planning, not business development, with continuity and trust at the core.

The ideal candidate will be Chartered, comfortable delivering pensions, retirement, investment, inheritance and tax planning and protection, while maintaining exceptional client service in a collaborative environment.