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Financial Planner

Epsom, Surrey
£45,000 to £55,000
Job Type
7 Sep 2022

A highly reputable Financial Planners with a nationwide reach currently have the requirement for an experienced Financial Planner to join their busy Epsom based team.

Our client has close to £1B client funds under management, they provide holistic Investment and Financial Planning services to UHNW individuals and corporate clients throughout the UK. They are now seeking to recruit an experienced Financial Planner to help service and further develop a book of HNW and UHNW clients. The clients you will be dealing with will have upwards of £250k investable assets so you must be comfortable working at this level.

You will not need a client bank as all clients and leads will be given to you. You must have at least four years experience working as a Financial Planner and will have a proven track record providing high levels of Advice. Ideally you will be Chartered status, however the client will consider Advisers who are working towards this.

You will be provided with full Paraplanning and Administration support from an office based team, this will allow you to spend more time with your clients.

In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a highly competitive salary with excellent bonus earning potential and benefits package - OTE £80k+ appx.

An excellent opportunity with an established business who can provide clients and excelle4nt earning potential.

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  • Job Reference: 706200530-2
  • Date Posted: 7 September 2022
  • Recruiter: mbf.
  • Location: Epsom, Surrey
  • Salary: £45,000 to £55,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent