Full job descriptionOver the last few decades, this privately owned wealth planning firm, has become one of the most quietly respected names in its market based entirely upon reputation and referral . The local accountancy and legal community refer their own clients here with confidence, highlighting the regard with which they are held within this marketplace. This promotes a culture of retention rather than targeted new business.


The firm’s growth has been organic, its client relationships enduring, and its standards unwavering. The individuals who thrive here are those who share that philosophy. They are professionals who take genuine pride in their work, who understand that real client loyalty is earned through competence and character in equal measure, and who find job satisfaction in guiding high and ultra-high net worth individuals (HNW / UHNW) through the sometimes, complex nature of their financial lives. As a Chartered Financial Planner with this firm, you would be working with clients that hold assets ranging from £250,000 to £20 million. They are discerning, well-connected and accustomed to receiving advice at the highest level from a trusted adviser who listens carefully, thinks clearly, and communicates with confidence and warmth.


To help you provide such advice, the team around you is experienced, collaborative, and successful. They consist of dedicated paraplanners and financial administrators who are focused, career minded and genuinely invested in the quality of the work they produce.


We have placed several professionals with this business over the years and have developed a close understanding of what makes someone the right fit. As a result, Financial Divisions have become a trusted partner engaged to introduce professionals who will uphold the integrity and professionalism displayed by this firm. This is a genuinely rare opening within a business that only welcomes people who meet an exceptionally high bar but as such, are then rewarded accordingly.


If you are working towards or have achieved Chartered Financial Planner status, carry yourself with the polish and integrity this environment demands, with clients who will value your input , then we would be delighted to have a private conversation with you.