Senior Wealth Manager

1 month ago


Leatherhead, Surrey, United Kingdom Financial Divisions Full time

Financial Planner Opportunity


We are seeking a seasoned Financial Planner to join our team at Financial Divisions. The ideal candidate will have a background in independent wealth planning firms and experience managing complex HNW cases.


About the Role



  • Manage a portion of the CEO's existing book of business, providing servicing and advisory services to high net worth clients.
  • Work closely with the support team to deliver exceptional client outcomes and grow the business.
  • Contribute to the development of the firm's financial planning strategies and initiatives.

Key Requirements



  • Proven experience in financial planning and wealth management, with a focus on HNW clients.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Excellent client relationship skills, with a focus on building trust and delivering exceptional service.
  • Dedicated and proactive approach, with a willingness to learn and grow with the firm.

What We Offer



  • A competitive salary of £70k-£90k, plus bonuses on new business written.
  • A comprehensive benefits package and holiday allowance.
  • Opportunities for professional development and career growth.

If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch.



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