Senior Financial Planner
2 weeks ago
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, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. 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 accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. Team Structure The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. Position Overview The Managing Director requires an experienced Financial Planner in their Epsom office who will take over client banks from a retiring adviser. You will manage £25m AUM across 50 clients. #J-18808-Ljbffr
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Senior Financial Planner
2 weeks ago
Epsom, United Kingdom Financial Divisions Full timeIndependent 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,...
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Financial Planner
2 weeks ago
Epsom, United Kingdom Financial Divisions Full timeIndependent 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,...
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Financial Planner
2 weeks ago
Epsom, United Kingdom mbf. Full timeA 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...
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Financial Planner
2 weeks ago
Epsom, United Kingdom Ortus PSR Full timeFinancial 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,...
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Senior Planner
2 days ago
Epsom, United Kingdom AtkinsRéalis Full timeJob Description Senior Planner Are you ready to take up a vital role in shaping some of our exciting projects? How about joining our talented team, where everyone has a voice, and together we face our clients' problems head-on. It's a diverse and inclusive work environment where world-class talent knows no distinctions. We know that different people have...
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Senior Airport Capacity/Terminal Planner
4 days ago
Epsom, United Kingdom AtkinsRéalis Full timeSenior Airport Capacity/Terminal Planner Join to apply for the Senior Airport Capacity/Terminal Planner role at AtkinsRéalis. Overview Shape the Future of our Airports. Are you ready to take up a vital role in shaping some of our exciting airport projects? How about joining our talented Airport Planning Team, where everyone has a voice, and together we face...
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Epsom, United Kingdom AtkinsRéalis Full timeA leading global consultancy is looking for a Senior Planner to join their Transportation Division in Birmingham. This role involves planning large transportation projects, offering the chance to make a sustainable impact while working in a diverse and inclusive environment. The ideal candidate will have extensive experience in project planning, and must be...
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Financial Adviser
2 weeks ago
Epsom, United Kingdom Ortus PSR Full timeFinancial 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...
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Financial Adviser
2 weeks ago
Epsom, United Kingdom Ortus PSR Full timeFinancial 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...
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Financial Planner
1 week ago
Epsom, United Kingdom Carlton Mays Full timeWe are seeking an experienced Financial Adviser / Wealth Manager to join our client based in the Epsom area on a full time, employed basis. The role can be home based, office based or on a hybrid basis Full client bank provided so you can hit the ground running You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a...