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Senior Wealth Planner

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time
Join Our Team as a Senior Wealth Planner

We are seeking a highly skilled and experienced Senior Wealth Planner to join our team at Financial Divisions. As a Senior Wealth Planner, you will be responsible for managing a portion of our CEO's existing book of business, working with complex HNW cases, and providing exceptional customer satisfaction.

About the Role
  • Manage a portion of our CEO's existing book of business
  • Work with complex HNW cases, providing tailored financial solutions
  • Collaborate with our experienced team of Administrators & Paraplanners to deliver exceptional customer service
  • Contribute to the growth and development of our business, identifying new opportunities and areas for improvement
About Us

Financial Divisions is a boutique IFA business based in Surrey, serving high net worth individuals and families across Sussex, Kent, and London. We offer whole of market financial advice, including pensions, investments, tax planning, and protection. Our team is dedicated to providing exceptional customer satisfaction, with a high rate of retention and a strong reputation in the industry.

What We Offer
  • A competitive salary of £70k - £90k (negotiable) + bonuses
  • An attractive benefits package and holiday allowance
  • Dedicated admin and paraplanning support from a pod structure
  • A collaborative and dynamic work environment, with opportunities for growth and development

If you are a motivated and experienced Senior Wealth Planner looking for a new challenge, please get in touch to discuss this exciting opportunity further.