Senior Financial Planning Specialist

12 hours ago


Colchester, Essex, United Kingdom Financial Divisions Full time

Establish a thriving financial planning practice within Financial Divisions, a renowned advisory firm based in Colchester, Essex. As a Senior Financial Planning Specialist, you will oversee the management of an existing client base, inherited from a retiring adviser, and drive growth through new business development.

We are seeking an experienced Financial Planner with at least 3 years of solid advising experience to lead our East Anglia and London client portfolio. This key role offers a competitive salary range of £50k - £70k per annum, complemented by a generous bonus and benefits package.

The ideal candidate will possess strong gravitas and expertise in working with high net worth individuals, providing bespoke investment solutions and exceptional service. With hybrid working arrangements, you will enjoy flexibility and autonomy in managing your own affairs, while maintaining regular office presence.

Main responsibilities include:

  • Strategic planning and implementation for existing clients
  • New business development and client acquisition
  • Collaboration with senior directors on high-profile client projects

With over 15 years of industry experience, Financial Divisions has established itself as a trusted advisor for families, retirees, and City professionals. Our commitment to delivering holistic advisory services and generating new business through referrals ensures a loyal client base.

This is a rare opportunity to join a respected firm and take ownership of a significant client book. If you have a passion for financial planning, a talent for building relationships, and a desire for career progression, we encourage you to apply.



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