Full job descriptionBRAND NEW ROLE - SEPT 2026
Senior Financial Adviser - Manage £110m AUM from a retiring adviser
London and Surrey based role
Up to £80k - £90k salary with bonuses giving c.£150k take home
*Senior 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
Contact Peter at Financial Divisions for more information