Financial Divisions, a Chartered independent wealth planning firm, seeks an experienced Adviser in Epsom to manage an existing client bank of retirees and families with assets around £400k-£500k. You will focus on pensions, investments, and tax planning, while back-office support helps you stay client-facing.
Join a firm with long-standing referrals from accountants and solicitors, strong expansion plans, and a supportive team of Administrators and Paraplanners committed to ongoing CPD and
#J-18808-LjbffrSenior Wealth Planner – Manage 100 Retiree Clients in Epsom employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
