Senior Financial Planner

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