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Financial Planner

2 months ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000
Financial Planner Role

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.

Your key responsibilities will include:

  • Providing whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Surrey, Sussex, Kent, and London.
  • Consulting on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and esoteric schemes such as VCT & EIS schemes.
  • Managing a portion of the CEO's existing book of business, with a focus on servicing existing clients and growing the business through new business development.
  • Working closely with the CEO to understand client needs and develop strategies to meet those needs.

The ideal candidate will have a background in an independent wealth planning firm and experience working with complex HNW cases. You will also have the gravitas to be worthy of receiving the baton of the business's best clients.

We offer an attractive benefits package, including PMI, DIS, and Critical Illness cover, as well as 25 days' holiday allowance (increasing after 4 years of service). If you are a motivated and experienced Financial Planner looking for a new challenge, please apply for this exciting opportunity.