Financial Planner – HNW Clients Provided and opportunity to scale
Do you want to focus on delivering great advice — without the constant pressure of self-generating business?
A growing, independent wealth management firm in Epsom is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings.
This role is ideal for an adviser who wants to grow a client bank — backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support — while earning an employed salary with realistic six-figure potential.
Starting salary is up to £75,000 (OTE £100,000)
Are you CAS achieved but frustrated by the lack of quality leads and real support?
Why This Role Stands Out:
- 40–50 existing clients introduced, each with £500,000+ AUM — providing a strong foundation from day one
- Ongoing high-quality, pre-qualified leads provided
- Referrals coming directly into the branch
- Opportunities to participate in business seminars and client events
- Independent, whole-of-market advice model
- Backed by one of the UK’s largest Chartered financial planning operations
- Hybrid working with flexibility
- This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow — not chase.
The Opportunity:
- Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection)
- Conduct detailed fact-finds and build tailored financial strategies
- Convert qualified leads into long-term client relationships
- Grow your client bank through warm referrals and structured lead flow
- Continue your professional development within a structured, supportive environment
Who This Would Suit
- Level 4 Diploma qualified (CII, CISI or equivalent)
- CAS achieved
- Experience in financial planning / IFA / wealth management
- Strong in first meetings and relationship building
Earnings & Structure
- Base Salary: Up to £80,000 (dependent on experience)
- Bonus: Up to 25% of base salary based on recurring advice fees
- Validation: 1.25× salary
- Realistic OTE: £100,000+