Financial Divisions
Chartered Financial Planner
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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
Role Overview
Chartered Financial Planner (or very close to completion)
Responsibilities
- 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
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Clients
- 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
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Work Environment
- Mix of office based in London and also in Surrey and then out meeting clients
- Full administration and paraplanning support from a pooled team
Contact Information
Contact peter@financialdivisions.co.uk for more information
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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