Job Description \ N An established and highlyrespected Independent Financial Planning and Wealth Management firm is seeking an experienced Financial Adviser to join its growing team in Guildford. \ N The business has built its reputation on doing the right thing for its clients, with long-term relationships, integrity and quality financial advice at the heart of its approach. \ N This is an advice-led role rather than a sales-driven position. There are no aggressive sales targets; however, the successfulcandidate will need strong relationship-building skills and the ability to convert quality introductions into long-term client relationships. \ N This is an excellent opportunity for an adviser who enjoys providing holistic financial planning and wants the benefit of an established client bank alongside a consistent flow of new client opportunities. \ N The Opportunity \ N From day one, you will inherit approximately 30 established clients representing around £10 million in assets under management (AUM) , providing an immediate platform from which to build strong, long-term client relationships. \ N Alongside the existing client portfolio, the business consistently generates an average of 2–3 pre-qualified client introductions per week . These prospective clients have already engaged with the business and are actively seeking professional financial advice. \ N You will also benefit from dedicated administration and paraplanning support , allowing you to focus on providing excellent financial planning and building strong client relationships. \ N Key Responsibilities \ N \n Deliver holistic,independent financial planning tailored to individual client needs. \ N Manage and develop an inherited portfolio of approximately 30 clients with around £10 million AUM. \ N Conduct client meetingsand ongoing financial planning reviews. \ N Build and maintain strong, long-term relationships with existing and new clients. \ N Gather and analyse client information to understand their objectives, circumstances and financial planning requirements. \ N Research appropriate financial planning solutions and prepare clear, suitable recommendations. \ N Produce accurate and compliant documentation supporting all advice provided. \ N Deliver agreed client service levels in a professional and timely manner. \ N Maintain Competent Adviser Status and meet all relevant regulatory requirements. \ N Keep up to date with technical developments, legislation and FCA regulations. \ N Follow internal compliance, training and competence procedures. \ N Complete ongoing CPD and continually develop technical and professional knowledge. \ N \n Skills
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Independent Financial Planning and Wealth Management Recruitment Team
