Financial Planner – £70-75k, Surrey

About the role

We are seeking an experienced Financial Planner to join our Epsom office in Surrey. You will manage an existing client bank of around 100 HNW retirees and families, each with an average investment portfolio of £500,000.

Key responsibilities

• Provide whole‑of‑market financial advice covering pensions, investments, tax planning, cash‑flow modelling and retirement strategies.
• Advise on trusts, estate planning, and specialist schemes such as VCT and EIS.
• Maintain and grow relationships with existing clients while collaborating with accountancy and solicitor referral partners.
• Work closely with dedicated administrators and paraplanners to ensure seamless client service.
• Contribute to the firm’s five‑year expansion plan by delivering high‑quality, compliant advice.

Required profile

• Proven experience as a financial adviser managing client assets ranging from £150k to £10m.
• Strong knowledge of pensions, investments, tax and retirement planning for HNW individuals.
• Ability to handle trusts and estate‑planning matters.
• Commitment to ongoing CPD and professional examinations.

Required skills

What we offer

• £75,000 basic salary plus benefits.
• 25 days annual leave plus your birthday off.
• DIS benefits and Holiday Purchase Scheme.
• Supportive team of administrators and paraplanners.
• Opportunities for professional development and career progression.