Financial Planner
2 weeks ago
Financial Planner – HNW Clients Provided | Epsom | £80,000 + BonusA growing wealth management firm is seeking a Financial Planner to join its Epsom-based team (with hybrid working available). This is an outstanding opportunity for an adviser who thrives on meeting new clients, building long-term relationships, and growing a client bank in a supportive, high-quality environment. This role is designed for a growth-minded Financial Planner who excels in first meetings, enjoys building rapport, and is motivated by developing a thriving client base without the pressure of constant self-sourced leads. If you want to focus on giving great advice—backed by a supportive infrastructure—this is your next step. Key Proposition: The adviser will be introduced to 40–50 existing clients, each with £500,000+ in Assets Under Management, creating a strong platform for long-term referral growth High-quality, pre-qualified leads are provided on an ongoing basis Full back-office support is available, including paraplanning, admin, and compliance, allowing the adviser to focus on delivering exceptional advice The firm offers independent, whole-of-market advice and is backed by one of the UK’s largest Chartered financial planning operations ...
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Financial Planner
2 weeks ago
Epsom, United Kingdom Financial Divisions Full timeIndependent Financial Planner VacancyEpsom offices (Surrey)£70k - £80k basic salary with bonuses on topManage an existing client bank of £25m AUM (50 clients)My 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,...
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Senior Financial Planner
2 weeks ago
Epsom, United Kingdom Financial Divisions Full timeIndependent Financial Planner VacancyEpsom offices (Surrey)Manage £25m AUM client bank (50 clients)£70k - £80k 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,...
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Senior Financial Planner
2 weeks ago
Epsom, United Kingdom Financial Divisions Full timeJob Title Independent Financial Planner Vacancy Location Epsom offices (Surrey) Remuneration £70k - £80k basic salary with bonuses on top About the Firm My 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,...
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Financial Planner
2 weeks ago
Epsom, United Kingdom mbf. Full timeA highly reputable Financial Planners with a nationwide reach currently have the requirement for an experienced Financial Planner to join their busy Epsom based team. Our client has close to £1B client funds under management, they provide holistic Investment and Financial Planning services to UHNW individuals and corporate clients throughout the UK. They...
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Financial Adviser
2 weeks ago
Epsom, United Kingdom Ortus PSR Full timeFinancial Planner – Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients | High-Quality Leads | Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical...
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Financial Adviser
2 weeks ago
Epsom, United Kingdom Ortus PSR Full timeFinancial Planner – Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients | High-Quality Leads | Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals , ongoing high-value leads (typical...
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Financial Planner
1 week ago
Epsom, United Kingdom Carlton Mays Full timeWe are seeking an experienced Financial Adviser / Wealth Manager to join our client based in the Epsom area on a full time, employed basis. The role can be home based, office based or on a hybrid basis Full client bank provided so you can hit the ground running You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a...
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Senior Planner
2 days ago
Epsom, United Kingdom AtkinsRéalis Full timeJob Description Senior Planner Are you ready to take up a vital role in shaping some of our exciting projects? How about joining our talented team, where everyone has a voice, and together we face our clients' problems head-on. It's a diverse and inclusive work environment where world-class talent knows no distinctions. We know that different people have...
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Senior Airport Capacity/Terminal Planner
4 days ago
Epsom, United Kingdom AtkinsRéalis Full timeSenior Airport Capacity/Terminal Planner Join to apply for the Senior Airport Capacity/Terminal Planner role at AtkinsRéalis. Overview Shape the Future of our Airports. Are you ready to take up a vital role in shaping some of our exciting airport projects? How about joining our talented Airport Planning Team, where everyone has a voice, and together we face...
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Corporate Ifa Administrator
6 days ago
Epsom, United Kingdom Anthony Alexandra Full timeA successful IFA practice based near Sutton, Surrey requires an additional Corporate IFA Administrator to compliment their existing team. This role involves looking after an experienced Finanacial Adviser on a one-to-one basis dealing with the full rangeof pensions and other financial planning products. **Duties as follows**: -- Provide an effective link...