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- Tasks: Provide personalised financial advice and maintain long-term client relationships.
- Company: Established independent financial advisory firm in Surrey with a focus on quality advice.
- Benefits: Competitive salary, profit share, pension contribution, and professional development opportunities.
- Why this job: Join a relationship-focused team and make a real impact on clients' financial futures.
- Qualifications: Fully qualified Financial Adviser with strong client servicing experience.
- Other info: Clear pathway to senior leadership and genuine succession opportunities.
The predicted salary is between 55000 - 70000 £ per year.
Dunwall are supporting an established independent financial advisory firm in Surrey seeking an experienced Client Service Adviser / Financial Adviser to join its close-knit team. This is a relationship-focused advisory role within a boutique firm providing personalised pension and investment advice to a loyal high-net-worth client base. The business prioritises long‑term client care and quality advice over sales targets or KPI‑driven environments. The successful candidate will inherit responsibility for servicing an established client portfolio while working closely with senior leadership, offering clear progression toward increased responsibility and potential future leadership or equity opportunities.
Key Responsibilities
- Provide ongoing servicing and financial advice to an established client bank
- Maintain and develop long‑term client relationships
- Conduct client reviews across pensions, investments, and holistic financial planning
- Identify opportunities within existing client relationships
- Support inheritance tax and estate planning strategies (training provided)
- Work collaboratively with compliance and administration teams
- Maintain FCA regulatory standards and documentation
- Contribute to continuous improvement of client service processes
Candidate Requirements
- Fully qualified Financial Adviser authorised to provide regulated advice
- Diploma qualified (Level 4 minimum)
- Strong client servicing and relationship management experience
- Excellent communication and interpersonal skills
- Experience advising high‑net‑worth individuals
- Exposure to discretionary investment management
- Strong technical or paraplanning background
Desirable
- Chartered Financial Planner status (or working towards)
Salary & Benefits
- £55,000–£70,000 base salary (depending on experience)
- Profit share scheme (builds over time)
- 5% pension contribution
- Professional development and training, including inheritance tax planning
- Clear pathway toward senior leadership
Why Join?
- Established client relationships — no cold sales or business development targets
- Relationship‑led advisory environment
- Genuine succession opportunity within an established firm
- Long‑term career progression with potential future leadership involvement
Independent Financial Advisor employer: Dunwall Associates Ltd
Contact Detail:
Dunwall Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with high-net-worth clients and your understanding of complex financial products. We want to see how you can add value to their team!
✨Tip Number 3
Prepare for those interviews! Research the firm thoroughly and come armed with questions that show your interest in their client-focused approach. We love candidates who are genuinely curious about how they can contribute to long-term client care.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who align with our values of quality advice and client relationships. Don’t miss out!
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your client servicing and relationship management experience, as these are key for this role.
Craft a Personal Cover Letter: Use your cover letter to tell us why you’re passionate about financial advising and how you can contribute to our team. Share specific examples of how you've built long-term client relationships in the past.
Showcase Your Qualifications: Don’t forget to mention your qualifications, especially if you’re diploma qualified or working towards Chartered Financial Planner status. This is important for us to see your commitment to professional development.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Dunwall Associates Ltd
✨Know Your Client Base
Before the interview, research the firm’s existing client base and their needs. Understanding the high-net-worth individuals they serve will help you demonstrate your ability to maintain and develop long-term relationships.
✨Showcase Your Technical Skills
Be prepared to discuss your technical knowledge in pensions, investments, and holistic financial planning. Highlight any experience you have with discretionary investment management and how it can benefit their clients.
✨Emphasise Relationship Management
Since this role is relationship-focused, share specific examples of how you've successfully built and maintained client relationships in the past. This will show that you align with the firm's values of prioritising client care over sales targets.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and their future plans for growth. This not only shows your interest but also helps you gauge if the firm’s culture aligns with your career goals.