Financial Advisor - servicing role, Epsom/ Leatherhead, £70k - £90k basic salary plus bonuses

Financial Advisor - servicing role, managing existing HNW clients from CEO (£600k - £8m per case) -

I have met and placed a staff member with my client, a chartered independent wealth planning firm with premises close to Epsom and Leatherhead. For HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London, they provide comprehensive financial assistance. As of right now, they oversee the affairs of 250 families with fortunes between £600k and £8m. The advisors offer advice on retirement planning, investments, cash flow modelling, pensions, tax preparation, and protections. Their relationship has been going on for twenty years.

The company has received multiple accolades, participates actively in neighbourhood events, and supports a wide range of philanthropic causes. They have a very high retention rate because they prioritise providing outstanding customer service. The support staff is made up of seasoned administrators and paraplanners who are actively encouraged to advance and grow as individuals and professionals through industry tests and continuing professional development. Additionally, the company employs committed operations specialists who make sure everything runs smoothly.

The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of his existing book of business. This is a servicing role and will be suitable for a candidate who has a background in an independent wealth planning firm and can work with complex HNW cases and has the gravitas to be worthy of receiving the baton of the business's best clients. You will have dedicated admin and paraplanning support as well as a dedicated Operations Manager.

The Managing Director is establishing a new position for a Financial Planner who will oversee a section of his current book of business. This is a service position that would be appropriate for someone with experience in an independent wealth planning firm, the ability to handle complicated HNW cases, and the dignity to be deserving of the company's top clientele. A professional operations manager and administrative and paraplanning help will be provided to you.

Salary: £70k - £90k (negotiable) + bonuses
Attractive benefits package and holiday allowance
Manage existing book of business from CEO
Full Paraplanning and Administration support from a pod structure

If this role sounds of interest or any other roles I am working on please get in touch with Sam at Financial Divisions.