Financial Planning Expert

4 days ago


Epsom, Surrey, United Kingdom Financial Planning Firm Full time

**Financial Planning Firm is seeking a highly experienced Financial Planning Expert to join their team in the UK.**

The ideal candidate will have a strong background in financial planning and wealth management, with experience working with high net worth individuals.

This role offers a competitive starting salary of up to £65,000 per annum, plus excellent bonus schemes and benefits package.

In this position, you will work closely with senior financial planners to manage existing client relationships and develop new business opportunities.

You will be responsible for providing expert financial advice and guidance to clients, helping them to achieve their financial goals and objectives.

Key responsibilities include:

  • Managing an existing HNW client bank with ongoing fees of c£200,000
  • Developing and implementing financial plans to meet client needs
  • Working collaboratively with the financial planning team to identify new business opportunities

To be successful in this role, you will need:

  • A diploma in financial services (Dip PFS) or equivalent qualification
  • At least 3 years' experience as a financial adviser

We offer a unique opportunity to work with a leading financial planning firm, with a competitive salary, excellent benefits package and scope for career progression.



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