Financial Planner

JR United Kingdom; Epsom; On-site; GBP 70,000 - 75,000; Full time

Job summary

A leading Chartered independent wealth planning firm in Epsom is seeking a Financial Planner to manage client relationships and ongoing advice fees. The role involves both face-to-face and virtual client meetings, with a strong emphasis on pensions, investments, and tax planning. The company offers a competitive salary, bonuses, and comprehensive support to ensure success in client-facing activities.

Benefits

25 days holiday + bank holidays

Bonuses on ongoing and initial advice fees

Full paraplanning and administrative support

Qualifications

• 3+ years of advising experience with active CAS.

Responsibilities

• Manage £300k of ongoing advice fees.
• Take over client banks from retiring adviser.

Skills

Advising experience

Client relationship management

Business development

Job description

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 [e-mail].

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Created on 23/05/2025 by JR, United Kingdom