A well-established, independent wealth planning firm based in Putney, South West London is looking for a Financial Planner to join their growing team. The firm manages over £350 million in client assets across 300 clients, ranging from high-net-worth individuals and professionals to business owners and families. Due to ongoing expansion, they are now recruiting a Financial Planner to take over a client bank worth approximately £30-40 million AUM . This is a pure servicing role with no new business requirements — perfect for someone who enjoys nurturing long-term client relationships and delivering high-quality, holistic advice. Key Responsibilities: Manage a portfolio of existing clients with £30m-£40m AUM Deliver financial planning advice on pensions, investments, tax, and retirement planning Provide guidance on more complex planning areas including VCTs and EIS investments Work closely with in-house paraplanners and administrators to ensure efficient service delivery Use platforms such as AJ Bell, Aviva, and discretionary fund managers (DFMs) Candidate Requirements: 2-5 years of experience as a Financial Planner or Financial Adviser Experience in an independent financial advice environment is preferred Can...