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Financial Planner

2 months ago

Epsom, United Kingdom Financial Divisions Full time

Financial Planner – manage existing book of HNW clients - £70k - £90k basic salary plus bonuses - Offices near Epsom


Ready to make your application Please do read through the description at least once before clicking on Apply.

My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 clients with assets ranging from £500k - £8m. 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 some of their clients stretching back 20 years.

The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of pooled Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.

The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of his existing book of business. Clients are mainly based in Surrey but they have clients in the North of England too and abroad. This is a servicing role and will be suitable for an a candidate who has a background in an independent wealth planning firm and can work with complex HNW cases and has the gravitas to be worthy of receiving the baton of the business's best clients. You will have dedicated admin and paraplanning support as well as a dedicated Operations Manager. If you wish to generate some new business then this is welcomed. Meetings with clients will be a mix of face to face and virtually.

Salary: £70k - £90k (negotiable) + bonuses

Attractive benefits package and holiday allowance

Manage existing book of business from CEO - HNW clients

Full Paraplanning, Operations and Administration support

If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdvisions.co.uk