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Senior Financial Planner

2 months ago


Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000

Financial Divisions is seeking a seasoned Senior Financial Planner to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 5 years of solid advising experience, Chartered status, and the ability to work with HNW individuals. The role offers a hybrid working arrangement, attractive benefits package, and the opportunity to work with a reputable company that has built an outstanding reputation for providing holistic advisory services. Key responsibilities include managing client relationships, generating new business through referral and recommendation, and providing high-quality service to clients with investable assets between £300k and £5m. The company prides itself on its commitment to excellence and customer satisfaction, and the successful candidate will be expected to uphold these values. If you are a motivated and experienced financial professional looking for a new challenge, please get in touch with Peter at Financial Divisions.