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Epsom, Surrey
Financial planner
Financial Advisor - Clients provided - Epsom, Surrey - Hybrid - £65,000 -70,000 + Bonus

Financial Advisor - Clients provided - Epsom, Surrey - Hybrid - £65,000 -70,000 + Bonus

Financial Divisions

Posted 14 hours ago, valid for 22 days

Epsom, Surrey KT18 7EW, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

My client is a high-end Chartered IFA seeking to expand their Wealth Management team due to rapid growth.
They are looking for an experienced Financial Adviser with at least 3 years of experience and Level 4 qualifications with CAS status.
The role offers excellent earning potential, with a competitive salary and attractive bonuses for successful candidates.
The firm provides full Paraplanning and admin support, allowing advisers to focus on client relationships.
This is a unique opportunity for a dynamic Financial Planner to join a supportive company and achieve their personal and career goals.

My client is a high-end Chartered IFA who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role offers excellent earning potential, and you will be 100% rewarded for your skills, expertise, and client relationships.

They are looking for an experienced and entrepreneurial Financial Adviser (Level 4 qualified with CAS status) with at least 3 years’+ experience working as a Financial Adviser either within a boutique IFA or a larger wealth management business. If you would like to be part of a growing and dynamic IFA where you are given a top quality book of clients alongside warm leads then our client would like to hear from you. Full Paraplanning/admin support is provided in-house.

This is a wonderful opportunity for a dynamic and forward-thinking Financial Planner who is looking to build a financially rewarding future with a Company that can support them in achieving their personal and career aspirations. Attractive bonus and other great benefits and clear progression offered.

Please send your CV to Ursula Sloan at Financial Divisions

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