Financial Advisor

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Job Title: Financial Adviser

About the Company:

This growing financial firm based in Farnham is looking for a new Financial Adviser to join the team. With a central office in Farnham and a brand-new location, now’s the perfect time to jump in. You’ll be working with a fantastic mix of clients, from professionals to those nearing retirement, providing ongoing service and advice on pensions and investments.

The Role:

You’ll be the go-to adviser for a client base that’s already in place – 100 clients ready to be looked after, plus the opportunity to build your own book long-term. Whether you’re employed or self-employed, the role offers plenty of flexibility and the chance to work in a hybrid setup. The office is within a 45-minute radius of Farnham, with occasional office attendance required to keep things ticking along smoothly.

What you’ll be doing:

1. Advising clients on pensions and investments – they need you!
2. Managing your client base while building new relationships.
3. Going through a 12-week paid training program to get you up to speed.
4. Developing strong, ongoing relationships and providing valuable financial advice.

What’s in it for you:

1. Competitive base salary of £30k-£45k (if employed), plus a nice business split if self-employed.
2. OTE of £70k-£90k – unlimited earning potential!
3. Hybrid working options – perfect balance of office and home time.
4. Access to an established client base of 100 clients, no cold calling or lead chasing.
5. Paid 12-week training program to get you fully trained up.
6. Flexible role – employed or self-employed, you choose.

What we’re looking for:

1. Ideally, 5 years of advice experience, but open to candidates earlier in their careers.
2. Excellent communication skills, with a focus on relationship building.
3. Passionate about providing great financial advice and value to clients.
4. Comfortable with a hybrid setup and within a 45-minute commute of Farnham.
5. Desire to grow your career and take your financial planning game to the next level.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

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