At a Glance
- Tasks: Provide exceptional financial advice and build long-term client relationships.
- Company: Respected independent financial planning firm in Guildford.
- Benefits: £70,000 salary, bonuses, share options, and a supportive work environment.
- Other info: Inherit a portfolio of clients worth £10 million from day one.
- Why this job: Join a firm that values your expertise and offers equity stake opportunities.
- Qualifications: Experience as a Financial Adviser with strong relationship-building skills.
The predicted salary is between 70000 - 70000 £ per year.
£70,000 Basic Salary + Bonus + Share Options + Benefits Inherited Client Bank | £10m AUM from Day One | Equity Stake Opportunity An exceptional opportunity has arisen for an experienced Financial Adviser to join a highly respected independent financial planning firm in Guildford.
This established and growing business has built its reputation through delivering outstanding financial planning advice, maintaining long-term client relationships and placing client outcomes at the centre of every decision.
Unlike many advisory firms, success is not measured by aggressive sales targets or unrealistic growth expectations.
Instead, advisers are given the support, resources and autonomy required to focus on delivering exceptional advice and building trusted relationships.
What makes this opportunity particularly unique is the opportunity to become a shareholder in the business following a successful probationary period, giving you the chance to directly benefit from the future growth and success of the firm.
The Opportunity From your first day, you will inherit an established portfolio of approximately 30 clients representing around £10 million of assets under management.
This provides an immediate recurring income stream and the opportunity to build upon existing trusted relationships.
Alongside the inherited client bank, the business consistently generates an ave...
