Financial Service Planner

Independent Financial Planner Vacancy 3+ years of advising experience required with active CAS Guaranteed minimum bonus in year 1 of £8.70k – £75k basic salary with bonuses on top 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 Managing Director requires an experienced Financial Planner in their Epsom office who will take over client banks from an retiring adviser. 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). – Salary: £70k – £75k (negotiable) + bonuses above validation (30%) – 25 days holiday + bank holidays – Bonuses given above validation (all ongoing and initial advice fees) –