Senior Financial Planner

• Independent Financial Planner Vacancy
• Epsom offices (Surrey)
• Manage £25m AUM client bank (50 clients)
• £70k - £80k basic salary with bonuses on top

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.

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.

The Managing Director requires an experienced Financial Planner in their Epsom office who will take over client banks from an retiring adviser. You will manage £25m AUM across 50 clients, but also generate some new business opportunities. This role will suit a candidate with 3 years of advising experience. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively).

If this role sounds of interest or any other roles I am working on please get in touch.