Financial Planner

2 weeks ago


Epsom, United Kingdom Ortus PSR Full time

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 ...


  • Financial Planner

    2 weeks ago


    Epsom, United Kingdom Financial Divisions Full time

    Independent 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,...


  • Epsom, United Kingdom Financial Divisions Full time

    Independent 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,...


  • Epsom, United Kingdom Financial Divisions Full time

    Job 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,...

  • Financial Planner

    2 weeks ago


    Epsom, United Kingdom mbf. Full time

    A 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...

  • Financial Adviser

    2 weeks ago


    Epsom, United Kingdom Ortus PSR Full time

    Financial 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...

  • Financial Adviser

    2 weeks ago


    Epsom, United Kingdom Ortus PSR Full time

    Financial 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...

  • Financial Planner

    1 week ago


    Epsom, United Kingdom Carlton Mays Full time

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    2 days ago


    Epsom, United Kingdom AtkinsRéalis Full time

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