2 x Independent Financial Planner VacanciesOffices in Epsom - with hybrid workingManage existing clients from a retiring adviser£60k - £65k basic salary with bonuses on topMy 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) + bonuses25 days holiday + bank holidaysBonuses given over a validation (ongoing and initial advice fees)Full Paraplanning and Administration support from a pooled teamIf this role sounds of interest or any other roles I am working on please get in touch.
Back to search2 x Independent Financial Planners - Manage existing clients - £65k plus bonuses
Financial Divisions
Posted a day ago, valid for 15 days
Epsom, Surrey KT18 7EW, England
£40,000 - £48,000 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- The company is seeking two Independent Financial Planners for their Epsom office, with a focus on managing existing clients from retiring advisers.
- The position offers a salary range of £60k - £65k, with additional bonuses based on performance.
- Candidates should have a minimum of 2 years of advising experience, preferably within an independent wealth planning firm.
- The firm provides extensive support through a dedicated team of Administrators and Paraplanners, allowing advisers to concentrate on client interactions.
- This role presents an opportunity to service a client bank generating over £200k in recurring revenue while also pursuing new business opportunities.
