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- 2 x Independent Financial Planner Vacancies
- Offices in Epsom - with hybrid working
- Manage existing clients from a retiring adviser - c.£200k+ revenue
- £60k - £65k 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 an experienced team of pooled 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 is creating 2 brand-new roles for Financial Planners in their Epsom office who will take over client banks from existing advisers who are retiring. The role will be to service these clients which generates over £200k in recurring revenue but also generate some new business opportunities. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. 2 years of advising experience is needed.
- Salary: £60k - £65k (negotiable) + bonuses
- 25 days holiday + bank holidays
- Bonuses given over a validation (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.
