Financial Planner

Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30 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 Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from 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. If this role sounds of interest or any other roles I am working on please get in touch.