Senior Financial Planner at Financial Divisions | Rozgoo | Rozgoo

Financial Divisions

Oxted, GB · On-site · Full-time

Senior Financial Planner

₹102.4L – ₹102.4LPosted 26 days ago

Location: Oxted, GB
Work mode: On-site
Employment: Full-time
Salary: ₹102.4L – ₹102.4L
Experience: Senior · 3+ yrs

About the role

© 2026 Rozgoo

BRAND NEW ROLE - SEPT 2026 Senior Financial Adviser - Manage £110m AUM from a retiring adviser London and Surrey based role Up to £80k - £90k salary with bonuses giving c.£150k take home Senior Financial Planner (or very close to completion) Servicing role – no expectation to win new business Manage £110m AUM book of business from a retiring adviser Up to £90k basic salary with bonuses on top giving c.£150k take home Clients are retirees, families, City professionals, business owners Lots of pe…

Requirements

Senior financial adviser experience
Ability to service existing clients
Strong financial planning knowledge

Skills

financial planning
financial advising
client servicing
wealth management
investment management
retirement planning
aum management
bonus and incentive compensation
crm tools

Benefits

Bonus & Incentives

About the company

Financial Divisions

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

Financial Divisions

Senior Financial Planner

₹102.4L – ₹102.4L