Senior Financial Planner

Financial Divisions; Beaconsfield; Hybrid; GBP 80,000 - 160,000; Full time

Job summary

Financial Divisions is seeking an experienced financial advisor to manage a remote book of up to 100 HNW/UHNW clients across Buckinghamshire and Oxford. The role offers flexible work, with periodic visits to the Beaconsfield offices and strong paraplanning support to enable comprehensive advice.

You will be Chartered or working towards Chartered status, delivering independent, whole-of-market guidance to high-net-worth individuals and business owners.

Qualifications

• Chartered status or working towards it.
• Experience managing up to 100 HNW/UHNW clients.
• Whole-of-market independent financial advice experience.
• Remote role with periodic travel to Beaconsfield offices.

Responsibilities

• Provide independent holistic financial advice to HNW/UHNW clients.
• Manage client relationships and referrals from external partners such as accountancy practices.
• Coordinate with admin and paraplanning support to service clients efficiently.
• Travel to Beaconsfield area offices as required.

Job description

• - Ideally Chartered or working towards Chartered status
• - Manage up to 100 HNW & UHNW clients
• - Clients spread across Buckinghamshire & Oxford
• - Clients are large families, City professionals, business owners and entrepreneurs
• - Remote role with trip to offices near Beaconsfield periodically
• - Manage up to 100 clients
• - Top client with multiple millions invested (£20m+)
• - Whole of market financial advice - fully independent
• - Lots of referrals from an established accountancy practice
• - Full admin and paraplanning support
• Contact [e-mail] for more information