Financial Adviser in Farnham

A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to join its growing team. This role suits a diploma-qualified adviser who enjoys working with diverse clients and wants to provide truly holistic, client-centric advice. The adviser will work remotely, with access to regional offices for collaboration and client meetings when required. From day one, you’ll be provided with an existing client base from a retiring adviser, giving you a strong foundation to build your referral network. You’ll also have access to leads generated through their established online business, and the opportunity to be involved in trust work alongside their in-house legal team.

Key Responsibilities

• Client Discovery & Planning: Conduct comprehensive fact-finds to understand each client’s current and future financial objectives. Develop clear, tailored strategies that guide clients toward long-term financial independence.
• Ongoing Advice & Reviews: Maintain long-term relationships by regularly reviewing clients’ financial circumstances, updating plans in line with changes to legislation, products and personal goals.
• Business Development: Proactively build and grow a client bank through referrals, networking, social media and professional introducers. Optimise all marketing opportunities to attract new clients while nurturing existing relationships.
• Client Engagement: Arrange and attend client meetings (in person, at clients’ premises, or via video conferencing). Prepare and present financial-planning reports covering pensions, investments, tax planning, estate planning and protection.
• Regulatory Compliance: Follow the six-stage advice process and deliver regulated financial advice in line with FCA guidelines. Provide accurate management information when required.

What They’re Looking For

• Qualifications: Diploma in Regulated Financial Planning (or equivalent) and current CF30 status.
• Client-Focused Ethos: A proven dedication to doing the right thing for clients, with a well-presented, articulate manner.
• Interpersonal & Technical Skills: Excellent communication skills, approachability and professionalism, with the ability to use IT and digital tools to engage clients remotely.
• Business-Building Experience: A track record of growing a client base through effective business planning and networking with affinity groups, business owners, entrepreneurs and professionals.

Salary & Benefits

• Basic Salary: Up to £75,000, depending on experience.
• Earnings Potential: Bonus potential takes total earnings to around £120,000.
• Car Allowance: A company car allowance is provided.
• Remote Working: Home-based with the flexibility to use office facilities and meet clients face-to-face.
• Support Infrastructure: The firm provides full administrative, paraplanning and marketing support, along with a client-centric proposition and a trusted brand reputation.
• Future Value: Advisers receive support to build and enhance their client banks, along with access to technology platforms and continuous professional development.

How to Apply

Experienced financial advisers who are passionate about delivering holistic advice and building lasting client relationships are encouraged to apply. This is an opportunity to join a respected firm that prioritises ethics, compliance and client outcomes while offering the flexibility of remote working and the potential for significant earnings.