Independent Financial Advisor

Description:

The support team comprises of an experienced team of pooled 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 is creating 2 brand-new roles for Financial Planners in their Epsom office who will take over client banks from existing advisers who are retiring. The role will be to service these clients which generates over £200k in recurring revenue but also generate some new business opportunities. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. 2 years of advising experience is needed.