Financial Planner
3 days ago
We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.
Your key responsibilities will include:
- Providing whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Surrey, Sussex, Kent, and London.
- Consulting on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and esoteric schemes such as VCT & EIS schemes.
- Managing a portion of the CEO's existing book of business, with a focus on servicing existing clients and growing the business through new business development.
- Working closely with the CEO to understand client needs and develop strategies to meet those needs.
The ideal candidate will have a background in an independent wealth planning firm and experience working with complex HNW cases. You will also have the gravitas to be worthy of receiving the baton of the business's best clients.
We offer an attractive benefits package, including PMI, DIS, and Critical Illness cover, as well as 25 days' holiday allowance (increasing after 4 years of service). If you are a motivated and experienced Financial Planner looking for a new challenge, please apply for this exciting opportunity.
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Financial Planner
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Financial PlannerFinancial Divisions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.Key Responsibilities:Manage a portfolio of HNW clients,...
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Financial Planner
2 days ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Financial PlannerFinancial Divisions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.Key Responsibilities:Manage a portfolio of HNW clients,...
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Financial Planner
2 days ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Financial PlannerFinancial Divisions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.Key Responsibilities:Manage a portfolio of HNW clients,...
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Financial Planner
2 days ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Financial PlannerFinancial Divisions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.Key Responsibilities:Manage a portfolio of HNW clients,...
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Senior Financial Planner
1 week ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time{"title": "Financial Planner Role", "content": "Job SummaryWe are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our CEO\u2019s existing book of business, consisting of high net worth (HNW) clients. This is a servicing role, with opportunities to generate...
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Senior Financial Planner
1 week ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time{"title": "Financial Planner Role", "content": "Job SummaryWe are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our CEO\u2019s existing book of business, consisting of high net worth (HNW) clients. This is a servicing role, with opportunities to generate...
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Senior Financial Planner
3 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Description:Financial Planner Role at Financial DivisionsFinancial Divisions is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for managing a portfolio of High Net Worth (HNW) clients, providing them with expert financial advice and guidance to help them achieve their financial...
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Senior Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Senior Financial PlannerJob Summary:We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW) clients, providing them with expert financial advice and guidance to help them achieve their...
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Senior Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Senior Financial PlannerJob Summary:We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW) clients, providing them with expert financial advice and guidance to help them achieve their...
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Senior Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior Financial PlannerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio...
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Senior Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior Financial PlannerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio...
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Senior Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior Financial PlannerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio...
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Senior Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Financial DivisionsLocation: Remote (office based to begin with)Job Description:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business,...
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Senior Financial Planner
3 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Financial DivisionsLocation: Remote (office based to begin with)Job Description:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business,...
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Financial Planner
3 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job DescriptionFinancial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for...
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Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Financial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:Job Summary:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible...
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Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job Title: Financial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:Job Summary:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible...
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Financial Planner
6 days ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJob Opportunity: Financial Planner - HNW Client ManagerFinancial Divisions is seeking an experienced Financial Planner to manage a portfolio of high net worth (HNW) clients in the Surrey region. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and...
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Financial Planner
6 days ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJob Opportunity: Financial Planner - HNW Client ManagerFinancial Divisions is seeking an experienced Financial Planner to manage a portfolio of high net worth (HNW) clients in the Surrey region. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and...
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Financial Planner
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000Job DescriptionFinancial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for...