Financial Planner

Financial Divisions; Epsom; On-site; GBP 36,000 - 60,000; Full time

Benefits offered by this job

25 days annual leave

Birthday off

Job summary

Financial Divisions in Epsom is seeking an experienced wealth adviser to manage an existing client bank of retirees and local families with typical investment levels up to £250k. You will focus on pensions, investments, tax planning and retirement planning while supported by Administrators & Paraplanners.

This role offers CPD progression, industry exam support and a collaborative team in a Chartered wealth planning firm with significant expansion plans across the UK.

Qualifications

• Experience advising on pensions, investments, tax planning and retirement planning.
• Supportive team with CPD and industry exams to progress professionally.
• Client-facing role managing an existing book and building relationships.

Responsibilities

• Manage an existing client bank of retirees and families in the local area.
• Provide tailored financial advice including pensions, investments, and tax planning.
• Collaborate with Administrators & Paraplanners to service clients efficiently.

Skills

Pensions advice

Investments

Tax planning

Retirement planning

Client relationship mgmt

Education

Diploma in Regulated Financial Planning

Tools

Financial planning software

Job description

• 25 days annual leave plus your birthday off

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ 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 Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of existing retirees and families living locally with on average £250k to invest. This role will suit someone who has just started out on their advising career. The client bank requires advice on pensions, investments, tax planning, retirement planning . You will have full support from 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.