2 x Independent Financial Planner Vacancies2 years of advising experience required with active CASOffices in Epsom - with lots of hybrid working (WFH and office based)Manage existing clients from a retiring adviser£250k - £300k of ongoing revenue to manage£60k - £75k 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 experienced 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. Each role will be to service these clients which generates over £200k in recurring revenue each but also generate some new business opportunities. This role will suit a candidate with 2+ years of advising experience. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively).If this role sounds of interest or any other roles I am working on please get in touch.
Back to search2 x Financial Adviser Vacancies - Up to £75k basic salary - Manage £200k+ of ongoing fees
Financial Divisions
Posted 11 days ago, valid for 5 days
Epsom, Surrey KT18 7EW, England
Full Time
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Sonic Summary
- Two Independent Financial Planner vacancies are available in Epsom, requiring 2 years of advising experience and an active CAS.
- The role involves managing existing clients from a retiring adviser, with ongoing revenue of £250k - £300k.
- The basic salary ranges from £60k to £75k, with additional bonuses on top.
- The firm offers comprehensive financial advice to high-net-worth retirees and local families, with a strong support team for advisers.
- Candidates will focus on client-facing interactions covering various financial topics, including pensions and investments.
