At a Glance
- Tasks: Provide holistic financial planning advice and build lasting client relationships.
- Company: Respected independent financial planning firm with a focus on client outcomes.
- Benefits: Inherit established clients, receive pre-qualified introductions, and enjoy full support.
- Other info: Great career growth opportunities in a supportive team.
- Why this job: Join a professional, ethical environment that values integrity and long-term relationships.
- Qualifications: Level 4 diploma qualified with proven experience in financial advising.
The predicted salary is between 54000 - 66000 £ per year.
Looking for a financial planning role where client outcomes matter more than sales targets and KPI's?A highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team.
This is a rare opportunity to inherit an established client bank from day one while benefiting from a consistent flow of high-quality new client introductions.
Inherit approximately 30 existing clients (10m AUM)Receive 2-3 pre-qualified client introductions every week Full administration and paraplanning support No aggressive sales culture Professional, ethical and client-focused environment Long-term career growth with a successful and expanding firm You'll provide holistic financial planning advice, build lasting client relationships and help clients achieve their financial goals while being supported by an experienced team.
Level 4 diploma qualified Competent Adviser Status Proven Financial Adviser/wealth management experience Strong relationship-building and client management skills Local to Guildford and willing to be office based If you're passionate about delivering exceptional advice and want to join a firm that values integrity, professionalism and long-term client relationships please contact me directly or apply via the link.
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Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Services Job type: Permanent
Locations
Independent Financial Adviser - Financial Planning in Guildford, Surrey employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
