Financial Divisions
Financial Planner
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Junior Financial Adviser
Epsom offices (Surrey)
£60k basic salary and benefits
Responsibilities
- Manage existing client bank
- Provide advice on pensions, investments, tax planning, and retirement planning
Benefits
- 25 days annual leave plus your birthday off
- DIS benefits
- Holiday Purchase Scheme
About the Company
My client is a Chartered independent wealth planning firm with offices across the UK. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across the UK. The firm manages the affairs of clients with assets ranging from £150k - £10m. Their services include pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The company has longstanding relations with accountancy and solicitor practices and has big expansion plans over the next 5 years.
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Role Details
The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of existing retirees and families living locally with on average £250k to invest. This role is ideal for someone who has just started out on their advising career. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The company has Admin and Paraplanning Managers who look after them so as an Adviser, your focus can be on being client-facing.
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