Financial Advisor

About the role

We are seeking an experienced Financial Advisor to join our independent wealth planning firm in Epsom. You will be the primary point of contact for a portfolio of high‑net‑worth retirees and families, providing comprehensive advice across pensions, investments, tax and estate planning.

Key responsibilities

• Manage an existing client bank of approximately 100 retirees and families with assets ranging from £150k to £10m.
• Deliver tailored advice on pensions, cash‑flow modelling, retirement planning, trusts, and estate matters.
• Promote and advise on specialist investment schemes such as VCT and EIS.
• Collaborate with dedicated administrators and paraplanners to ensure seamless service delivery.
• Maintain and grow relationships with referral partners, including accountancy and solicitor practices.

Required profile

• Proven experience as a financial adviser 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 CPD.

Required skills

• In‑depth knowledge of pensions, investments, tax planning, cash‑flow modelling, retirement planning, trusts and estate planning.
• Familiarity with VCT and EIS investment schemes.

What we offer

• Competitive salary of £70‑75k per year plus benefits.
• 25 days annual leave plus your birthday off.
• DIS benefits, Holiday Purchase Scheme, and a supportive professional development environment.
• Access to experienced administrators and paraplanners to focus on client‑facing activities.