Employed Financial Planner

  • Shortlist
Location EPSOM , Surrey
Sector Financial Services
Salary £30,000 - £51,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 54973

Are you a Financial Planner with your own client bank or potentially with a few years experience looking to make the jump into an opportunity with a well-established and respected Chartered firm?

This position offers back office sales support, lead generation in the form of referrals as well as a generous salary/bonus structure that provides every opportunity to significantly increase your earning potential.

If you are looking to take your career to the next level and benefit from a supportive and friendly atmosphere that allows you to focus on servicing your own clients and building your portfolio then this is the position for you.

***This firm is willing to consider IFA’s from both an employed and self-employed background, both with and without a transferable bank of clients. 


  • Promote the firm’s services to encourage profitable introductions
  • Conduct regular client reviews to maximise new business opportunities
  • Introduce new clients to the firm through proactive prospecting activities
  • Keep up to date with all relevant product, legislative and technical changes
  • Attain and maintain level of competence
  • Maintain all standards of performance
  • Ensure relevant CPD is maintained and recorded accurately
  • Ensure compliance at all times with the relevant FCA rules


  • Level 4 CII Diploma in Regulated Financial Planning as a minimum 
  • Previous advising experience (Essential)
  • A proficient communicator, comfortable presenting to a range of audiences
  • A high level of analytical ability, a keen eye for detail and a thorough approach
  • Previous advising experience (Essential)


Synonyms: Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager, Chartered Financial Adviser, Chartered Financial Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.