Independent Financial Adviser – Guildford, Surrey An established financial services firm is looking to appoint an experienced Financial Adviser to join its team in Guildford. This is a full-time, office-based position offering a salary of up to £80,000, depending on experience, alongside a bonus structure, group life assurance and company pension benefits. The Opportunity * Location: Guildford, Surrey – office-based * Salary: Up to £80,000 per annum, depending on experience, plus bonus * Client Base: Take responsibility for an existing portfolio of around 50 clients from the outset. * Business Development: Benefit from approximately 2–3 qualified client introductions each week, providing consistent opportunities to grow your portfolio. * Dedicated Support: Work alongside experienced administrative and paraplanning teams who will assist with the preparation and management of client work. * Advisory Approach: Prioritise long-term client relationships and personalised financial advice, without the pressure of a high-volume, target-driven sales environment. Key Duties * Build and maintain lasting relationships with clients, delivering tailored financial advice based on their individual circumstances and long-term objectives. * Take ownership of an established client portfolio, carrying out regular reviews and identifying changing financial needs. * Assess and recommend appropriate financial planning strategies and products in line with clients’ requirements. * Prepare accurate, compliant suitability reports and ensure all advice is appropriately documented. * Maintain Competent Adviser Status (CAS) and ensure ongoing compliance with FCA requirements and relevant financial services legislation. * Keep technical knowledge up to date to ensure advice remains suitable, effective and compliant. Skills and Experience * Level 4 Diploma in Financial Advice or an equivalent recognised qualification. * Current Competent Adviser Status (CAS). * Previous experience in a Financial Adviser, Independent Financial Adviser (IFA) or Wealth Management position. * A sound understanding of financial planning, FCA regulations and regulatory compliance. * Excellent interpersonal and communication skills, with the ability to develop trusted, long-term client relationships. * Strong analytical skills and the ability to identify suitable solutions for a diverse range of client needs
Employed Financial Adviser in Guildford employer: Anthony Alexandra
Join a highly regarded independent financial planning firm in Guildford that prioritises a client-first approach and fosters long-term relationships built on integrity. As a Paraplanner, you will benefit from ongoing training, clear career progression opportunities, and a collaborative work culture that values technical excellence and employee growth. This is an excellent opportunity to enhance your skills while contributing to meaningful client outcomes in a supportive environment.
