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- Tasks: Join us as a Financial Planner, managing client portfolios and providing expert financial advice.
- Company: We're a Chartered independent wealth planning firm with a strong reputation across the UK.
- Benefits: Enjoy a competitive salary, guaranteed bonuses, 25 days holiday, and full support from our team.
- Why this job: Be part of a growing firm with a focus on client relationships and professional development.
- Qualifications: 3+ years of advising experience required; CAS active status is essential.
- Other info: Opportunity to take over an existing client bank and generate new business.
The predicted salary is between 60000 - 90000 £ per year.
Independent Financial Planner Vacancy
3+ years of advising experience required with active CAS.
Epsom 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 offers 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 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%)
- 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.
Locations
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 services offered by the firm, such as VCT and EIS schemes. Being knowledgeable about these topics will allow you to engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your previous client management experiences, particularly how you've handled recurring revenue and new business generation. Highlighting your success stories will show that you're capable of taking over the retiring adviser's client bank.
✨Tip Number 4
Research the firm's expansion plans and align your career goals with their vision. Showing that you're invested in their future can set you apart from other candidates and demonstrate your commitment to the role.
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 expansion plans.
Highlight Your Qualifications: Include any relevant qualifications or certifications you hold, particularly those that demonstrate your capability in financial advising. If you have an active CAS, make sure to mention it prominently.
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 demonstrate your ability to take over client banks and grow the business.
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Planner, you'll need to demonstrate your understanding of financial metrics. Be prepared to discuss specific figures related to pensions, investments, and tax planning. Familiarise yourself with the typical asset ranges and fees that the firm manages.
✨Showcase Your Experience
With a requirement of 3+ years of advising experience, make sure to highlight your relevant background. Prepare examples of how you've successfully managed client portfolios and generated new business opportunities in previous roles.
✨Understand the Firm's Values
Research the firm's approach to wealth planning and their client base. Understanding their values and how they differentiate themselves in the market will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the firm's expansion plans, support for advisers, and the team dynamics. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
