Financial Planner

ZipRecruiter; Epsom; On-site; GBP 70,000 - 75,000; Full time

Job summary

A leading Chartered independent wealth planning firm is seeking an experienced Independent Financial Planner for their Epsom office. The role involves managing client portfolios and providing comprehensive financial advice, including pensions, investments, and tax planning. This position offers a competitive salary and bonuses, alongside significant support from a dedicated team.

Benefits

25 days holiday + bank holidays

Full Paraplanning and Administration support

Bonuses above validation (30%)

Qualifications

• 3+ years advising experience with active CAS.
• Experience managing client banks and generating new business.
• Knowledge of pensions, investments, and tax planning.

Responsibilities

• Manage £300k of ongoing advice fees.
• Meet clients face to face and virtually.
• Consult on pensions, investments, and tax planning.

Skills

Advising experience

Client management

Pensions knowledge

Investment strategies

Tax planning

Job description

Job Description

Independent Financial Planner Vacancy

3+ years of advising experience required with active CAS

Epsom offices (Surrey)

Manage £300k of ongoing advice fees

**Guaranteed minimum bonus in year 1 of £8.5k **

£70k - £75k basic salary with bonuses on top

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.

The Managing Director requires an experienced Financial Planner in their Epsom office who will take over client banks from an retiring adviser. You will manage £300k in recurring revenue each but also generate some new business opportunities. This role will suit a candidate with 3 years of advising experience. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively).

- Salary: £70k - £75k (negotiable) + bonuses above validation (30%)

- 25 days holiday + bank holidays

- Bonuses given above validation (all ongoing and initial advice fees)

- Full Paraplanning and Administration support from a pooled team

If this role sounds of interest or any other roles I am working on please get in touch - [e-mail]