Job Title: Financial Planner
Location: Offices near Kingston upon Thames
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Finance
This role is for a Financial Planner at an independent wealth planning firm servicing high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and Surrey.
Responsibilities:
1. Consult on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
2. Manage existing clients and generate new business.
3. Provide dedicated admin and paraplanning support.
Qualifications:
1. 18 months to 2 years of advising experience preferred (more senior advisers will be considered).
2. Background in either an independent or restricted wealth planning firm.
3. Preferably working towards Chartered status.
4. Knowledge of FE Analytics is helpful.
The business has sufficient clients to maintain 5-6 appointments per week, with referrals from estate agencies, accountants, and solicitors.
If this role sounds of interest or for other roles, please contact: peter@financialdivisions.co.uk
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