Senior Financial Planner

Financial Divisions; Reigate; Hybrid; GBP 81,000 - 99,000; Full time

Job summary

Financial Divisions in London and Surrey-based role is seeking a Chartered Financial Planner to manage a £110m AUM book from a retiring adviser. The position offers a base salary up to £90k with bonuses that can bring total compensation to around £150k.

The candidate will handle pensions, investments, IHT and intergenerational wealth planning for a diverse client base including retirees, families, City professionals and business owners; travel to client meetings is involved with a mix of office

Qualifications

• Chartered Financial Planner (or very close to completion).
• Experience handling high-net-worth clients and complex financial planning.
• Resident in or near London or North & East Surrey area.

Responsibilities

• Manage £110m AUM book for a retiring adviser.
• Handle pensions, investments, IHT and intergenerational wealth planning.
• Serve a client base of retirees, families, City professionals and business owners.
• Travel to meet clients; mix of London and Surrey offices and field visits.

Skills

Financial planning

AUM management

Education

Chartered Financial Planner (or close to completion)

Job description

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)

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

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