Senior Wealth Planner for Private Clients in Surrey

Financial Divisions

Responsibilities include managing investment portfolios, providing strategic advice on pensions and taxes, and closely collaborating with a team of support professionals. A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The idea

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Senior Wealth Planner for Private Clients in Surrey

Financial Divisions

Updated 2 months ago
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Leatherhead 📅 2026-04-11

About the Company

Financial Divisions is a leading wealth management firm focused on high-net-worth clients, providing tailored financial solutions.

Key Highlights

  • Manage investment portfolios for affluent clients.
  • Provide strategic advice on pensions and tax planning.
  • Collaborate with a team of skilled support professionals.
  • Opportunity to work in a prestigious firm in Leatherhead.
  • Focus on delivering personalised client service.

💡 Honest Take: This role demands significant expertise in finance and a strong client focus, making it suitable for seasoned professionals. However, the competitive nature of this market may require ongoing professional development.

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