via Reed · 25 August 2026 ·29 days ago

Senior Financial Planner

Financial Divisions
London Full-time GBP 75,000 – 85,000
This listing is from Reed
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OUTSTANDING OPPORTUNITY - BRAND NEW VACANCY - CITY OF LONDON

  • Chartered Financial Planner or Client facing Chartered Paraplanner

  • Up to £85k basic salary plus equity

  • Succession plan role (5 years)

  • Manage all existing clients with a gradual handover

  • Average client has £3m - £5m invested

  • City of London offices

  • Clients are Bankers, Lawyers, Entrepreneurs, City professionals

  • Pensions, investments, estate planning, IHT, CGT

  • VCT/EIS and other technical schemes

  • 3 - 4 days in the office per week

  • Full administration and paraplanning support is available

For more details please get in touch - Peter at Financial Divisions.

This listing is from Reed. View original listing ↗

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