Financial Planner

Company: Financial Divisions
Apply for the Financial Planner
Location: London
Job Description:

BRAND NEW VACANCY – OCTOBER 2026 – Independent Financial Planner

  • £70k – £80k basic salary plus bonuses and outstanding benefits
  • 28 days annual leave, Death in Service and PMI cover
  • London offices – Near Putney/Wandsworth
  • 2 – 3 days per week in the office
  • Manage 70 – 100 existing clients plus new enquiries
  • Whole of market financial advice to private and corporate clients
  • Business mix: pensions, investments, retirement planning, business exits
  • Cashflow modelling, IHT planning, Trusts etc.
  • Clients are retirees, SME owners, Creatives and City professionals
  • Clients invested assets range from £250k – £5m invested
  • Average client has £1m invested
  • Pooled administration and paraplanning support
  • Client meetings are a mix of face to face in London and virtual

#J-18808-Ljbffr…

Posted: October 22nd, 2026