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
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