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Senior Financial Planner
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-09-16
Listing for:
Financial Divisions
Full Time
position Listed on 2026-09-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
BRAND NEW ROLE - SEPT 2026
Manage £110m AUM from a retiring adviser
London and Surrey based role
Up to £90k salary with bonuses giving c.£150k take home
- Chartered Financial Planner (or very close to completion)
- Servicing role - no expectation to win new business
- Manage £110m AUM book of business from a retiring adviser
- Up to £90k basic salary with bonuses on top giving c.£150k take home
- Clients are retirees, families, City professionals, business owners
- Lots of pensions, investments, IHT and intergenerational family work
- Average client has £500k - £2m invested
- Top client has £15m+ invested
- Clients spread across London and North & East Surrey
- You need to be resident or close to these areas
- Mix of office based in London and also in Surrey and then out meeting clients
- Full administration and paraplanning support from a pooled team
Position Requirements
10+ Years
work experience
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