Financial Planner - Epsom
Requirements:
* 3+ years of advising experience with active CAS
Responsibilities:
* Manage £300k of ongoing advice fees
* Take over client banks from retiring adviser, managing recurring revenue and generating new business opportunities
Compensation:
* £70k - £75k basic salary plus bonuses on top
* Guaranteed minimum bonus in Year 1 of £8.5k
About the Company:
My client is a Chartered independent wealth planning firm with offices across the UK, offering whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners. They manage client assets from £150k to £10m, advising on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS. They have strong relationships with accountancy and solicitor practices and plans for expansion over the next 5 years.
Support Team:
The team includes experienced Administrators & Paraplanners, supported by Admin and Paraplanning Managers, enabling advisers to focus on client-facing activities and professional development through ongoing CPD and exams.
Role Details:
* Location: Epsom
* Client meetings: face-to-face and virtual
* Topics covered: pensions, investments, tax planning, retirement, IHT, bonds, ISAs, VCT/EIS (limited)
Additional Benefits:
* 25 days holiday + bank holidays
* Bonuses on ongoing and initial advice fees
* Full paraplanning and administrative support
If interested or for other roles, contact peter@financialdvisions.co.uk.
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Created on 23/05/2025 by JR, United Kingdom
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