Senior Financial Planner

BRAND NEW ROLE – SEPT 2026

Manage £110m AUM from a retiring adviser

London and Surrey based role

Up to £90k salary with bonuses giving c.£150k take home

• Chartered 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

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