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Financial Service Planner

2 months ago

Epsom Surrey, United Kingdom Financial Divisions Full time €70,000 - €90,000

Financial Planner – manage existing book of HNW clients - £70k - £90k basic salary plus bonuses - Offices near Epsom
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. The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. 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. 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. Salary: £70k - £90k (negotiable) + bonuses
Attractive benefits package and holiday allowance
Manage existing book of business from CEO - HNW clients