High Net Worth Consultant

1 day ago


Leatherhead, Surrey, United Kingdom Financial Divisions Full time
Career Opportunity

We are seeking a skilled Financial Planner to join our team at Financial Divisions, a leading provider of wealth management services. As a servicing Financial Planner, you will be responsible for managing a significant portion of the CEO's existing book of business, comprising high-value cases with assets between £600k and £8m.

The ideal candidate will have a strong background in independent wealth planning, excellent communication skills, and the ability to work with complex cases. You will have access to a dedicated admin and paraplanning team, as well as a seasoned Operations Manager.

A competitive remuneration package of £70k-£90k (negotiable) awaits the successful candidate, including attractive benefits and a generous holiday allowance.

Your Key Responsibilities:

  • Manage and grow the existing client base
  • Collaborate with the admin and paraplanning teams to deliver exceptional service
  • Work closely with the Operations Manager to optimize business performance

Our Benefits:

  • Competitive salary: £70k-£90k (negotiable)
  • Attractive benefits package
  • Generous holiday allowance

About Us:

We are a professional and dynamic organization, dedicated to delivering personalized solutions to our discerning clients. Our team of experts is committed to building long-term relationships based on trust, integrity, and exceptional service.



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