Back to search
An exciting opportunity has arisen for an experienced Financial Adviser to join a highly successful Chartered Wealth Management firm based in Epsom. Renowned for their stellar reputation built through organic growth and strategic acquisitions, this firm has enjoyed a prosperous year and is seeking a professional to take over an established and loyal client bank as one of their long-standing Advisers prepares for retirement.
This role is perfect for a Financial Adviser who excels in building strong client relationships and delivering high-quality, transparent service without the pressure of business development. You will work closely with the retiring Adviser to ensure a smooth handover, maintaining the trust and rapport developed with clients over the years. The diverse client base includes individuals at or nearing retirement, accumulators, and SME owner-managers.
As part of this role, you will provide holistic financial advice across areas such as Investments, Pensions, Protection, Trusts, and Estate Planning. Leveraging full Paraplanning support, you will focus on delivering tailored financial solutions while engaging in professional development to enhance your technical expertise if needed.
This position offers a secure and rewarding career with a competitive salary of £65k, excellent benefits, and a bonus structure based on income generated. You will also benefit from flexibility to work remotely or from the office, along with a supportive handover process to ensure seamless client continuity.
To be considered for this opportunity, you must hold a Level 4 Diploma in Financial Planning (or equivalent) and have a minimum of 4 years’ experience in a Private Client Wealth Management role. A proven ability to deliver holistic financial advice and foster long-term client relationships is essential.
If you are ready to step into a well-supported role within a Chartered firm dedicated to excellence, please contact Joanna Clark at Financial Divisions to discuss further.
