At a Glance
- Tasks: Provide holistic financial planning and build long-term client relationships.
- Company: Respected Independent Financial Planning and Wealth Management firm in Guildford.
- Benefits: Established client bank, consistent new client opportunities, and no aggressive sales targets.
- Other info: Inherit 30 established clients with £10 million AUM from day one.
- Why this job: Join a team focused on integrity and quality advice, making a real difference for clients.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
An established and highly respected Independent Financial Planning and Wealth Management firm is seeking an experienced Financial Adviser to join its growing team in Guildford.
The business has built its reputation on doing the right thing for its clients, with long-term relationships, integrity and quality financial advice at the heart of its approach.
This is an advice-led role rather than a sales-driven position.
There are no aggressive sales targets; however, the successful candidate will need strong relationship-building skills and the ability to convert quality introductions into long-term client relationships.
This is an excellent opportunity for an adviser who enjoys providing holistic financial planning and wants the benefit of an established client bank alongside a consistent flow of new client opportunities.
The Opportunity From day one, you will inherit approximately 30 established clients representing around £10 million in assets under management (AUM) , providing an immediate platform from which to build strong, long-term client relationships.
Alongside the existing client portfolio, the business consistently generates an average of 2–3 pre-qualified client introductions per week .
These prospective clients have already engaged with the business and are ac...
Independent Financial Adviser in Surrey employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
