Financial Planner

Financial Planner – HNW Clients Provided | Epsom | £80,000 + Bonus

A growing wealth management firm is seeking a Financial Planner to join its Epsom-based team (with hybrid working available). This is an outstanding opportunity for an adviser who thrives on meeting new clients, building long-term relationships, and growing a client bank in a supportive, high-quality environment.

This role is designed for a growth-minded Financial Planner who excels in first meetings, enjoys building rapport, and is motivated by developing a thriving client base without the pressure of constant self-sourced leads. If you want to focus on giving great advice—backed by a supportive infrastructure—this is your next step.

Key Proposition:

• The adviser will be introduced to 40–50 existing clients, each with £500,000+ in Assets Under Management, creating a strong platform for long-term referral growth

• High-quality, pre-qualified leads are provided on an ongoing basis

• Full back-office support is available, including paraplanning, admin, and compliance, allowing the adviser to focus on delivering exceptional advice

• The firm offers independent, whole-of-market advice and is backed by one of the UK’s largest Chartered financial planning operations

• Investment portfolios consistently rated with top-tier performance by third-party analysts

• A national footprint and scalable infrastructure support both local and remote clients

• Ethical, client-first values and a modern, flexible working culture

Responsibilities

• Provide holistic financial planning to HNW and UHNW clients, covering pensions, investments, tax, estate, and protection needs

• Conduct thorough fact finds and craft personalised financial strategies

• Develop and maintain long-term, trust-based relationships with clients

• Grow the client bank through warm referrals and new client leads

• Convert qualified leads into ongoing clients through effective first meetings

• Collaborate with the paraplanning and admin team to deliver a seamless client experience

• Stay up to date with evolving financial planning regulations and standards

Requirements

• Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent)

• Proven experience in financial planning, wealth management, or IFA environments

• Strong consultative and relationship-building skills

• Comfortable working with referrals and lead-conversion scenarios

• Client-first mindset and clear communication skills

Compensation & Incentives

• Base Salary: Up to £80,000, depending on experience

• Bonus: Up to 25% of base salary, based on ongoing advice fees

  • Validation: Bonus scheme operates on recurring revenue with validation set at 1.25× salary

• Client Introductions: Access to 40–50 existing clients (each with £500k+ AUM)

• Lead Support: High-quality leads provided regularly

• Support Structure: Full paraplanning, administration, and compliance infrastructure

• Career Development: CPD support, mentoring, and clear progression routes

• Work Structure: Hybrid – with flexible remote working and client visits as needed