At a Glance
- Tasks: Manage a client bank and provide tailored financial advice to clients.
- Company: Independent financial planning firm with a focus on relationship-building.
- Benefits: Competitive salary, bonus structure, and full support for career progression.
- Other info: Genuine long-term career growth opportunities in a supportive environment.
- Why this job: No cold calling; just warm leads and the chance to build lasting client relationships.
- Qualifications: Diploma Level 4 in Regulated Financial Planning and three years' experience required.
The predicted salary is between 50000 - 75000 £ per year.
- Existing Client Bank | Unlimited Pre-Qualified Leads
- £50,000 - £75,000 Basic | £70,000 - £90,000+ OTE Year One
- Epsom | Surrey
Stop Hunting for Clients. Start Looking After Them.
Imagine joining a firm where you're handed an established, revenue-producing client bank from day one and every new enquiry that lands on your desk has already decided they want financial advice.
No cold calling.
No networking breakfasts.
No buying leads.
No chasing introducers.
Just quality clients who genuinely want your advice.
If you're a personable, charismatic Financial Adviser who thrives on building relationships rather than chasing sales targets, this could be one of the best opportunities you'll see this year.
Why This Role Is Different
This independent financial planning firm has built something most advisory businesses can only dream of.
Not only will you inherit an active, income-generating client portfolio, you'll also receive a continual flow of pre-qualified new clients through an exclusive lead source.
These aren't internet enquiries or purchased leads - they're individuals who are, in many cases, contractually committed to taking financial advice.
Your diary stays full. Your pipeline looks after itself.
Your job is simply to do what you do best - build trust, give exceptional advice and create long-term client relationships.
- What You'll Be Doing
- Managing and developing an established, recurring revenue client bank.
- Advising private clients on pensions, investments, retirement planning, protection and inheritance tax planning.
- Meeting a continual stream of warm, pre-qualified new clients.
- Delivering truly independent, whole-of-market financial advice.
- Building lasting relationships that generate further referrals and long-term recurring income.
- What's On Offer
- Realistic Year One earnings of £70,000 - £90,000+
- Existing revenue-producing client bank from day one.
- Unlimited supply of warm, vetted client introductions.
- Bonus structure rewarding quality advice and business growth.
- Full paraplanning and administrative support.
- Genuine long-term career progression within a respected independent firm.
- Support towards Chartered status if desired.
- Who We're Looking For
We're looking for someone who genuinely enjoys being in front of clients.
You'll be technically strong, but equally important is your personality.
The successful adviser will be naturally engaging, confident, personable and able to build rapport with clients from all walks of life.
You'll ideally have
- Diploma Level 4 in Regulated Financial Planning (or equivalent).
- At least three years' experience as a client-facing Financial Adviser.
- Strong communication skills with plenty of character and charisma.
- A consultative, relationship-led approach to financial planning.
- The desire to build long-term client relationships rather than simply complete transactions.
- Ability to commute to the Epsom office, as this is predominantly office-based.
If You're Ready To Spend More Time Advising And Less Time Prospecting...
Opportunities where you're given both an established client bank and an endless stream of pre-qualified new clients are exceptionally rare.
If you're looking for a role where your success is determined by the quality of your advicenot your ability to generate leadswe'd love to hear from you.
- Apply with your CV to Ryan Wootten at Financial Divisions
- JBRP1_UKTJ
Independent Financial Advisor in Guildford employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
