Financial Advisor in Farnham

Job Description

• Financial Adviser
• Working Pattern: Office-based / hybrid considered
• Sector: Wealth Management / Financial Planning

The Opportunity

An excellent opportunity has arisen for an experienced Financial Adviser to join an established wealth management practice in Farnham, Surrey.

This is a particularly exciting opportunity for an Adviser looking to take on an established client bank from a retiring Adviser, providing the successful candidate with an immediate portfolio of long-standing clients and the opportunity to build strong, trusted relationships for the future.

You will take responsibility for managing and developing an existing client portfolio, providing high-quality financial advice and ensuring clients receive a consistently excellent service throughout their financial journey.

The role would suit an experienced Adviser who enjoys building long-term relationships and is looking for the opportunity to inherit an established book rather than having to build a client base from scratch.

Key Responsibilities

• Take responsibility for an established portfolio of clients inherited from a retiring Adviser.
• Build and maintain strong, long-term relationships with existing clients.
• Conduct regular client review meetings and provide appropriate financial advice based on individual circumstances and objectives.
• Develop a thorough understanding of each client's financial position, goals and future plans.
• Provide holistic financial planning and wealth management advice.
• Review existing arrangements and identify opportunities to ensure clients' financial plans continue to meet their changing needs.
• Prepare and present clear, suitable and compliant financial recommendations.
• Work closely with Paraplanners and Client Services colleagues to ensure an efficient and high-quality advice process.
• Maintain accurate client records and ensure all advice is fully documented and compliant with regulatory requirements.
• Keep up to date with changes in legislation, taxation, pensions, investments and wider financial markets.
• Identify opportunities to develop existing client relationships and generate additional business where appropriate.
• Build relationships with professional connections and introducers where relevant.
• Ensure a consistently high level of client service throughout the advice process.
• Contribute positively to the wider team and support the continued growth of the practice.

About You

We are looking for an experienced Financial Adviser / Financial Planner with a strong track record of managing client relationships and providing high-quality financial advice.

You will ideally have

• Previous experience working as a Financial Adviser or Financial Planner.
• Experience managing an established client bank.
• Strong knowledge of holistic financial planning and wealth management.
• Excellent client relationship and communication skills.
• Experience conducting client reviews and presenting financial recommendations.
• Strong technical knowledge across pensions, investments, retirement planning and protection.
• The ability to understand complex financial circumstances and explain recommendations clearly.
• A professional, personable and trustworthy approach.
• Strong attention to detail and excellent organisational skills.
• A genuine focus on delivering excellent client outcomes.
• The confidence and ability to work independently while also contributing effectively to a wider team.
• A commercial mindset with the ability to identify opportunities within an existing client bank.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent is essential.
• Relevant CII qualifications would be advantageous.
• Current Statement of Professional Standing (SPS).
• Demonstrable experience operating within a regulated financial advice environment.
• Commitment to ongoing professional development and CPD.

Why Apply?

• Established client bank inherited from a retiring Adviser.
• Opportunity to step into a portfolio of long-standing client relationships.
• Strong platform from which to develop and grow your career.
• Opportunity to focus on advising and relationship management rather than building a client bank from scratch.
• Support from experienced Paraplanning and Client Services professionals.
• Established and professional wealth management environment.
• Opportunity to develop existing client relationships and identify further business opportunities.
• Farnham-based role within an established local practice.

If you are an experienced Financial Adviser looking for the opportunity to inherit an established client portfolio and build long-term relationships with clients, we would be keen to hear from you.