Financial Planner – £70-75k, Epsom

About the role

We are seeking an experienced Financial Planner to join our Epsom office. You will manage a portfolio of around 100 high‑net‑worth clients, providing comprehensive advice on pensions, investments, tax and retirement planning.

Key responsibilities

• Maintain and grow an existing client bank of retirees and families with assets averaging £500k.
• Deliver tailored advice on pensions, investments, tax planning, cash‑flow modelling, retirement strategies, trusts and estate planning.
• Collaborate with dedicated Administrators and Paraplanners to ensure seamless client service.
• Stay up‑to‑date with specialist schemes such as VCT and EIS.
• Contribute to the firm’s five‑year expansion plan by identifying new business opportunities.

Required profile

• Proven experience as a Financial Adviser/Planner, preferably serving high‑net‑worth clients.
• Strong understanding of whole‑of‑market financial products and regulatory requirements.
• Excellent communication skills and a client‑focused mindset.
• Commitment to ongoing professional development and industry examinations.

Required skills

• Pension and retirement planning
• Investment advisory
• Tax planning and cash‑flow modelling
• Knowledge of VCT and EIS schemes
• Trust and estate planning

What we offer

• Competitive salary £70‑75k per year plus benefits
• 25 days annual leave plus your birthday off
• DIS benefits and Holiday Purchase Scheme
• Support from experienced Administrators and Paraplanners
• Continuous professional development (CPD) and exam support