Financial Planning Consultant

1 day ago


Guildford, Surrey, United Kingdom Financial Divisions Full time

**About the Role**

Financial Divisions is seeking an experienced Financial Planning Consultant to manage an existing book of business from a retiring adviser. The successful candidate will be responsible for servicing a portfolio of high net worth individuals, generating over £250k in ongoing advice fees.

**Key Responsibilities**

  • Provide holistic advisory services to families, retirees, and City professionals.
  • Manage the affairs of elite sports professionals and public figures.
  • Develop and maintain strong relationships with clients to identify and capitalize on new business opportunities.

**Requirements**

  • Chartered or studying towards Chartered status.
  • Minimum 3 years of solid advising experience.
  • Ability to work with high net worth individuals and provide a quality service.

**Benefits**

  • Up to £80k basic salary.
  • Hybrid working options.
  • Attractive benefits package.

Please get in touch with Peter at Financial Divisions to discuss this opportunity further.



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