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Date Added: Wed 09/07/2025

Senior Financial Planner - SW London/Surrey

Esher, UK
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Company: BWD SEARCH & SELECTION

Job Type: Permanent, FullTime

Salary: £90,000 - £110,000 per annum

Excellent opportunity for a senior level Chartered Financial Planner to develop Financial Planning in the SW London/Surrey office of a highly respected wealth management firm. You will work collaboratively with a team of Investment Managers, who will provide ongoing client referrals, and play a active part in the development of the firm's presence in the local community. Clients are typically HNW (average client size £1.5M) with complex needs.You will ideally be an experienced (c5yrs+) Financial Planner, at or close to CII Chartered Status, with strong technical knowledge and a proactive nature. Get in touch for more details.
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