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- Tasks: Manage client relationships and provide financial advice on investments and retirement planning.
- 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.
- Why this job: Be part of a growing team with opportunities for professional development and client interaction.
- Qualifications: 3+ years of advising experience required; must be client-focused and knowledgeable in finance.
- Other info: Receive full support from experienced Administrators and Paraplanners to enhance your career.
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.
Financial Planner (Epsom) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Epsom)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Epsom. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨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 will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare for client-facing scenarios by practising your communication skills. Role-play meetings where you discuss complex financial topics in simple terms, as this is crucial for building trust with clients.
✨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 will demonstrate your genuine interest in the role and the firm.
We think you need these skills to ace Financial Planner (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 Client Management Skills: In your application, provide examples of how you've successfully managed client portfolios and generated new business opportunities. This will illustrate your ability to take over client banks and contribute to the firm's expansion plans.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
With a requirement of 3+ years of advising experience, it's crucial to highlight your relevant background. Prepare specific examples of how you've successfully managed client portfolios and provided financial advice in areas like pensions and investments.
✨Understand the Company Culture
Research the firm’s values and culture, especially their focus on client relationships and professional development. Be ready to discuss how your personal values align with theirs and how you can contribute to their expansion plans.
✨Prepare for Technical Questions
Expect questions that test your knowledge on financial products and strategies, particularly those mentioned in the job description like VCT and EIS schemes. Brush up on these topics to demonstrate your expertise and confidence.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, team dynamics, and the firm's future plans. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
