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.