Independent Financial Planner Vacancy3+ years of advising experience required with active CASAshtead/Epsom officesManage £300k of ongoing advice fees£70k - £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 requires an experienced Financial Planner in their Epsom office who will take over client banks from an retiring adviser. You will manage £300k in recurring revenue each but also generate some new business opportunities. This role will suit a candidate with 3 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).- Salary: £70k - £75k (negotiable) + bonuses- 25 days holiday + bank holidays- Bonuses given above validation (all 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 searchIndependent Financial Adviser - Manage retiring adviser's clients - £300k of revenue
Financial Divisions
Posted 17 days ago, valid for 9 days
Epsom, Surrey KT18 7EW, England
Full Time
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Sonic Summary
- An Independent Financial Planner position is available for candidates with 3+ years of advising experience and an active CASS qualification.
- The role is based in the Ashtead/Epsom offices and involves managing £300k of ongoing advice fees.
- The salary for this position ranges from £70k to £75k, with additional bonuses based on performance.
- The firm provides comprehensive financial advice to high-net-worth retirees, families, and SME owners, with a focus on various financial topics.
- Candidates will benefit from a supportive team of Administrators and Paraplanners, along with opportunities for professional development.
