At a Glance
- Tasks: Help clients with financial planning, investments, and retirement strategies.
- Company: Join a leading Chartered independent wealth planning firm with a strong UK presence.
- Benefits: Enjoy a competitive salary, guaranteed bonuses, and 25 days holiday plus bank holidays.
- Other info: Receive full support from experienced Administrators and Paraplanners to enhance your career.
- Why this job: Be part of a growing team focused on client relationships and professional development.
- Qualifications: 3+ years of advising experience required; must be client-focused and proactive.
The predicted salary is between 60000 - 105000 € per year.
Independent Financial Planner Vacancy
3+ years of advising experience required with active CASEpsom offices (Surrey). Manage £300k of ongoing advice fees.
Guaranteed minimum bonus in year 1 of £8.5k
£70k - £75k basic salary with bonuses on top.
My client is a Chartered independent wealth planning firm with offices across the UK who 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
- Some esoteric schemes such as VCT & EIS schemes
They have longstanding relations with accountancy and solicitor practices who refer business and have big expansion plans over the next 5 years.
The support team comprises 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 a retiring adviser. You will manage £300k in recurring revenue each 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 covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISAs and the occasional VCT/EIS (but not extensively).
Salary: £70k - £75k (negotiable) + bonuses above validation (30%)
Benefits:
- 25 days holiday + bank holidays
- Bonuses given above validation (all ongoing and initial advice fees)
- Full Paraplanning and Administration support from a pooled team
If this role sounds of interest or any other roles I am working on please get in touch.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Epsom
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing the job.
✨Tip Number 2
Familiarise yourself with the specific financial products and services mentioned in the job description, such as VCT and EIS schemes. Being knowledgeable about these areas will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare for face-to-face and virtual client meetings by practising your communication skills. Role-play scenarios with a friend or mentor to build confidence in discussing complex financial topics clearly and effectively.
✨Tip Number 4
Research the company’s values and culture to align your approach during interviews. Understanding their expansion plans and how you can contribute to their growth will show that you are genuinely interested in being part of their team.
We think you need these skills to ace Financial Planner in Epsom
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant experience in financial planning, especially your 3+ years of advising experience. Emphasise your skills in managing client relationships and any specific areas of expertise such as pensions, investments, or tax planning.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your experience with high-net-worth clients and how you can contribute to the firm's growth and client satisfaction.
Highlight Relevant Qualifications:Include any relevant qualifications or certifications you hold in financial planning. If you have completed ongoing CPD or industry exams, make sure to mention these as they demonstrate your commitment to professional development.
Showcase Your Client Management Skills:In your application, provide examples of how you've successfully managed client portfolios and generated new business opportunities. This will help illustrate your capability to take over client banks and contribute to the firm's expansion plans.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role, such as pensions, investments, and tax planning. Be prepared to discuss how these can benefit clients and demonstrate your expertise in these areas.
✨Showcase Your Client Management Skills
Since this role involves managing existing client relationships, be ready to share examples of how you've successfully built and maintained client trust in the past. Highlight your communication skills and ability to tailor advice to individual client needs.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about potential client situations you might encounter and how you would approach them, especially regarding complex topics like IHT or VCT/EIS schemes.
✨Demonstrate Your Commitment to Professional Development
The firm values ongoing CPD and industry exams, so be prepared to discuss your commitment to professional growth. Share any relevant qualifications or courses you've completed and express your enthusiasm for continuing education in the financial planning field.
