Chartered Financial Planner

Position Overview

Partner at Financial Divisions – – Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers). The role is a Senior Financial Adviser servicing existing high‑net‑worth clients in Surrey (Leatherhead). The firm is a Chartered independent wealth planning company with offices near Leatherhead, managing the affairs of more than 250 HNW families across Sussex, Kent and London.

Role & Responsibilities

Allocate a client book with £500k‑£1m invested on average (top holdings £8m). Work closely with administrators, paraplanners and operations to manage client portfolios, provide advice on pensions, investments, tax, cash‑flow modelling, retirement planning and protections, and help the business achieve its growth plans.

Requirements & Qualifications

• Minimum 5+ years experience in private‑client wealth management with high‑net‑worth clients.
• Demonstrable track record of advising HNW clients.
• Strong technical knowledge and client‑relationship skills.
• Experience working with senior advisory or practice‑manager teams is desirable.

Salary & Benefits

£100k‑£110k basic salary plus bonuses and benefits.

• Death in Service
• Critical Illness Cover
• Income Protection

Contact

Peter – Recruiting Wealth Management Professionals –

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