Chartered Financial Planner — Lead £100m AUM in Surrey

Company: Financial Divisions
Apply for the Chartered Financial Planner — Lead £100m AUM in Surrey
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Job Description:

Financial Divisions in the Surrey/London corridor is seeking an experienced Chartered Financial Planner (or close to completion) to take over a £100m AUM book from a retiring adviser. You will deliver holistic financial planning for retirees, families, City professionals and business owners, with comprehensive pensions, investments and IHT planning.

The role is Surrey-based with some attendance in London; full administration and paraplanning support is provided by a pooled team, and a base

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Posted: September 23rd, 2026