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
For more details - contact Peter at Financial Divisions.
