Independent Financial Adviser

Independent 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,...

Independent 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,...

**Junior Financial Planning Administrator - IFA Firm with HNW clients - £24k - Epsom (Surrey) + Bonus + Full Study Support Package** Are you a recent Graduate or Junior Financial Administrator with aspirations to work in wealth management/financial planning? Do you have some basic financial service experience or possibly an internship within a financial...

Financial Administrator (Route to Paraplanner) - £32k basic salary - Epsom (Surrey) - Casual interviews to be set up at short notice. You will get to attend client meeting, prepare all documentation and research products to help the adviser with the best course of actions for the clients. Ideally you will have started your RO exams or be thinking of...

My client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years. I have placed staff with this business - they have an excellent reputation providing very solid financial advice to private clients who are Cityprofessionals, families, business owners retirees and accumulators. This business has a team of 3...

Financial 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,...

Financial 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...

A boutique financial planning firm in Epsom seeks a motivated Junior IFA Administrator. The role involves comprehensive training in IFA administration, working with experienced advisers. Candidates will receive full study support towards the Level 4 Diploma (DipPFS) to pave the way to becoming a qualified Paraplanner. This position promotes hands-on...

OverviewProgression: Full study support & clear pathway to ParaplannerAre you looking to break into the wealth management industry with a firm that will genuinely invest in your future? This is an exceptional opportunity to join a highly respected boutique financial planning business based in Epsom, renowned for delivering high-quality, whole-of-market...

We 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...