At a Glance
- Tasks: Provide holistic financial advice and manage an established client portfolio.
- Company: Respected independent financial planning firm with a strong reputation.
- Benefits: Competitive salary, bonus potential, and full administrative support.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Focus on client relationships without the pressure of sales targets.
- Qualifications: Diploma-qualified Financial Adviser with experience in client management.
The predicted salary is between 65000 - 80000 £ per year.
Inherited Client Bank | No Prospecting Requirements | Full Administrative Support An exceptional opportunity has arisen for an experienced Independent Financial Adviser to join a well-established and highly respected independent financial planning firm based in Surrey.
This business has built its reputation on providing holistic, client-focused financial planning advice and has developed a loyal client base through long-term relationships, excellent service standards and a commitment to delivering genuinely independent advice.
Due to continued growth and succession planning, they are seeking a Diploma-qualified Financial Adviser to take over an active and revenue-generating client bank.
This role is ideally suited to an adviser who enjoys building lasting client relationships and delivering high-quality financial planning without the pressure of aggressive sales targets or constant prospecting.
The Opportunity You will inherit an established portfolio of engaged clients located across the South East and wider UK, allowing you to focus on delivering advice, strengthening relationships and identifying planning opportunities rather than generating business from scratch.
You will provide holistic, whole-of-market advice across
- Pensions and retirement planning
- Investment and wealth management strategies
- Inheritance Tax and estate planning
- Protecti...
