Company: Financial Divisions

Apply for the Senior Financial Planner

Location: Beaconsfield

Job Description:

– Ideally Chartered or working towards Chartered status
– Manage up to 100 HNW & UHNW clients
– Clients spread across Buckinghamshire & Oxford
– Clients are large families, City professionals, business owners and entrepreneurs
– Remote role with trip to offices near Beaconsfield periodically
– Manage up to 100 clients
– Top client with multiple millions invested (£20m+)
– Whole of market financial advice – fully independent
– Lots of referrals from an established accountancy practice
– Full admin and paraplanning support
Contact Peter@financialdivisions.co.uk for more information

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Posted: October 9th, 2026