Financial Planning Advisor

3 weeks ago


Epsom, Surrey, United Kingdom Financial Planning Firm Full time

About Us

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We are a well-established UK Financial Advice company with offices in various locations, offering financial planning and wealth management advice to high net worth individuals. Our team of experienced professionals provides independent financial advice, helping clients achieve their goals.

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Your Role

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As a Financial Adviser, you will work closely with our Financial Planners, managing an existing client base and dealing with new client enquiries. You will provide clients with independent financial advice, making recommendations on how to best meet their goals. Managing and developing your own client bank is also a key responsibility.

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What's in it for You?

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  • A competitive starting salary of up to £65,000 + excellent bonus schemes - OTE £80,000+
  • A team of experienced Financial Advisers
  • An existing client bank with ongoing fees of c£200,000
  • HNI client leads with typical investments of £300k - £500k
  • Flex working - office/home based
  • Study support
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Requirements

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  • Diploma (Dip PFS) or equivalent
  • At least 3 years experience as a Financial Adviser
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We have a unique approach to financial services recruitment, bringing expertise, insight, and connections to the table. Our reach extends to over 100,000 financial services connections.



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