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
Last checked on May 12, 2026. We may earn a commission when you click through.
Senior Wealth Planner for Private Clients in Surrey
Financial Divisions
Updated 2 months agoYou'll be redirected to uk.talent.com
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.
You'll be redirected to uk.talent.com
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