Average Financial Advisor salary in Epsom

Position: Independent Financial Advisor (hybrid role) Location: Epsom, Surrey Minimum Requirements: 2 years+ experience as an IFALevel 4 qualifiedIdeally hold CAS statusStrong business development skillsAF3 or AF8 qualification preferredVoyant experience ideal but not essential Salary/package: £40-£60,000 plus a competitive bonus structure, clients and leads provided, full admin support. YOUR NEW COMPANY An award-winning boutique IFA based in Epsom, Surrey is keen to hire a Independent Financial Advisor to join its expanding team. The firm, which has been a market leader in Epsom for over 2 decades, provides independent advice on pensions, retirement planning, investments, savings and a full range of financial planning solutions. THE ROLE Reporting to the MD, the Independent Financial Advisor will be mainly dealing with and meeting HNW clients from a well-serviced and loyal client bank, along with conducting regular client reviews. The Independent Financial Advisor will have full paraplanning and administration support as well as the ability to occasionally work from home as well as the office. Clients and leads with be provided, with the expectation the ideal candidate will also 'hunt' for new leads and clients. REQUIREMENTS Applicants for the Independent Financial Advisor vacancy must have the following criteria: Minimum 2 years’ experience as an Independent Financial AdvisorLevel 4 qualified, ideally hold CAS statusStrong business development track recordAF3 or AF8 preferredVoyant experience ideal but not essentialLive in close proximity to Epsom REMUNERATION / PACKAGE A base salary of between £40-£60,000Competitive bonus structure (dependent on experience)Client and leads providedFull paraplanning and admin support23 days’ annual leavePensionStudy supportFree parkingVarious other benefits Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do. The successful candidate will be responsible for servicing an existing portfolio of clients, this is primarily not a business development role. Salary and benefits: up to £85,000 basic salary (dependant on experience) + benefits including support with continued professional development + 25 days’ holiday (increasing with service) + bank holidays + generous employers pension contribution + company away days etc. Home Working and Flexibility: The Financial Planner role is based in the Leatherhead office, but we are happy to facilitate a degree of home working and are also happy to consider flexible or part-time working arrangements if required (shorter working days, 4-day week etc.) The Company: Citywide Financial Partners have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence. They provide holistic life goals based financial planning for over 230 families, frequently translating complex financial planning cases into workable solutions, and have over £250 million of assets under management. The successful Financial Planner (Financial Adviser, Financial Advisor, Paraplanner) will therefore enjoy strong client relationships, working on interesting, complex financial planning cases. You will benefit from the support of both a Client Service Executive and Client Service Assistant, working in a collaborative and supportive team environment for a progressive company who invest in, value and reward their staff. Financial Planner (Financial Adviser, Financial Advisor, Paraplanner), Responsibilities: Service and develop strong relationships with an established portfolio of clients. Provide a highly personalised, holistic financial planning service. Life planning and goal settingCashflow planning and modelling.Investment and portfolio construction.Pension and retirement planning.Inheritance tax and estate planningCapital protectionOngoing investment and portfolio reviews Conduct client meetingsWork with client servicing team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.Ensure all regulatory and compliance standards are met.Contribute to the ongoing development of best practice within the business. Financial Planner (Financial Adviser, Financial Advisor, Paraplanner), Skills and Experience: Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service OR a highly competent Paraplanner with client facing experience, ready to progress into advising.Experience of all areas of financial planning - cashflow modelling, taxation, investment portfolio management, pensions, protection, estate planning etc.Diploma in Financial Planning (Dip PFS, Level 4)A keen listener, a strong relationship builder and collaborative team player with a caring, quality focused, customer centric approach.Quality focused, analytical with excellent attention to detail.Highly preferable - a current SPS certificate. Dawn O’Shea is a recruitment partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor, Paraplanner)) directly on behalf of Citywide so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Package Details: The successful candidate will receive a salary of up to £45,000 Per Annum. This is a 2/3 year programme with support and examinations to reach the fully qualified IFA status. Remuneration related to sales will also be provided for Trainee IFAs once they start engaging with clients. Other benefits include: Study support towards relevant industry examsCompany pensionOn-site parkingBonus schemePrivate health insurance There is a large client base and significant assets under managementOTE £45,000+ once sales related work starts25 days annual leave plus bank holidays Purpose of the role: This role is offering the rare chance to train to become a fully qualified Financial Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. You would work alongside 3 very experienced advisers and a trainee with a mentor programme in place. There is no need to travel to see clients, as all face-to-face meetings can be held in our fully equipped meeting rooms. Duties and Responsibilities: Your duties will include but not be limited to: Shadowing financial advisersWorking closely with the administration team to help gather policy informationHelp with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalancesHelp Advisers writing reports: e.g. Annual review letters, client suitability reportGeneral admin supportSpeaking directly to clients and carrying out client reviewsRelationship buildingGenerating and converting opportunities into business The Ideal Employee: Relevant Skills/Experience Must have been studying for exams towards being an IFA/or fully qualifiedMay already have some financial services industry experience and wants to move on (e.g. paraplanner or advisor support)Degree holderGood with excel, word etcKeen to quickly work through the ranks by working hardGood communication skills: phone, face to face, and writtenDemonstrate initiativeEntrepreneurialHold a driving licenseTeam playerExperience with back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platformsStrong technical knowledge around pensions, investments and IHT planningRelevant examinationsSales experience Experience required: At least 1-year financial services experience. Qualifications required: Must have been studying for exams towards being an IFA/or fully qualified. (Level 4 qualified)