Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide financial guidance and build strong client relationships while managing a diverse client bank.
- Company: Dynamic financial services firm with a client-first culture and collaborative environment.
- Benefits: Competitive salary, hybrid working, ongoing professional development, and a supportive team.
- Other info: Opportunity for career growth and continuous learning in a fast-paced industry.
- Why this job: Make a real impact by helping clients achieve their financial goals in a rewarding role.
- Qualifications: Strong client skills, report writing ability, and knowledge of financial products required.
The predicted salary is between 65000 - 75000 ÂŁ per year.
The role of the Financial Adviser is to provide clients with financial guidance and make recommendations on how to best utilise their capital, using the firm’s agreed policies, processes, and toolset. The Financial Adviser reports to the relevant Financial Planning Manager within the business.
Core Experience / Competencies
- Strong client skills and service ethos – able to build and maintain relationships of trust across a diverse client base and strategic partners.
- Report writing – able to produce high-quality reports demonstrating strong technical ability while adhering to internal standards, regulatory requirements, and compliance expectations.
- Product knowledge – able to confidently and clearly explain financial solutions to clients, including benefits and risks, in a digestible and engaging manner.
- Financial Planning – able to deliver high-quality financial planning, demonstrating strong technical knowledge to ensure the best client outcomes.
- Quality of reviews – strong KYC and relationship management skills, with the ability to follow processes and complete client reviews within a 12-month rolling cycle; maintains up-to-date knowledge of products, procedures, and regulation.
- Teamwork and conduct – works proactively to support colleagues, demonstrating professionalism in conduct, presentation, and attitude.
- Workload management – able to prioritise effectively, balancing client meetings while maintaining strong communication and relationships.
Behaviours
- Represent a “client-first” culture at all times.
- Support colleagues proactively, contributing to a collaborative and positive office environment.
- Manage an assigned client bank while onboarding new clients through both provided leads and personal business development.
- Maintain ongoing CPD and ensure this is logged appropriately.
- Take responsibility for maintaining a valid Statement of Professional Standing (SPS).
- Attend compliance and training meetings, including 1:1s, addressing any file issues to ensure high-quality standards.
- Maintain strong client relationships, ensuring a consistently high level of service and client retention.
- Identify opportunities for new business where appropriate.
- Attend training and professional development sessions as required.
- Liaise effectively with compliance and support teams.
Responsibilities
- Produce complex business cases in a timely and efficient manner.
- Maintain accurate and up-to-date client records following each interaction, in line with internal processes.
- Adhere to all internal procedures, including compliance, service schedules, and charging structures.
- Maintain knowledge and competence in internal procedures and regulatory requirements.
- Build relationships with internal and external stakeholders to support business growth.
- Ensure clients receive up-to-date advice by applying central investment and review processes where appropriate.
- Conduct all client reviews within a 12-month rolling cycle to the required standard.
- Support administration teams by providing timely and accurate information.
Other Obligations
- Maintain competent adviser status in line with FCA requirements.
- Complete all mandatory and regulatory training within required timeframes.
- Adhere to all company policies and procedures.
- Ensure secure handling and storage of all client documentation at all times.
Financial Planner in Guildford employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Guildford
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend local events, join online forums, or even hit up LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back! Bring along examples of your work, like reports or case studies, to showcase your technical ability and client management skills. It’s all about making a memorable impression!
✨Ace the Interview
Prepare for interviews by researching the company and understanding their values. Be ready to discuss how you embody a 'client-first' culture and how you can contribute to a positive team environment. Confidence is key!
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying through us not only gives you access to exclusive roles but also shows you’re serious about joining our team. Let’s land that dream job together!
We think you need these skills to ace Financial Planner in Guildford
Some tips for your application 🫡
Show Off Your Client Skills: Make sure to highlight your strong client skills and service ethos in your application. We want to see how you build and maintain trust with clients, so share some examples of your past experiences that demonstrate this.
Nail the Report Writing: Since report writing is key for this role, showcase your ability to produce high-quality reports. Include any relevant experience where you've had to adhere to internal standards and regulatory requirements, as this will show us you can handle the technical side of things.
Demonstrate Your Product Knowledge: We’re looking for someone who can clearly explain financial solutions to clients. In your application, give us a taste of your product knowledge and how you’ve communicated benefits and risks in an engaging way.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific products relevant to the role. Be ready to explain complex financial solutions in a simple way, as this will show your ability to communicate effectively with clients.
✨Build Rapport
Since strong client skills are key, practice building rapport during your interview. Think about how you can demonstrate your ability to create trust and maintain relationships, perhaps by sharing examples from your past experiences.
✨Showcase Your Report Writing Skills
Prepare to discuss your experience with report writing. Bring along samples if possible, and be ready to talk about how you ensure compliance and meet internal standards while producing high-quality reports.
✨Demonstrate Team Spirit
Highlight your teamwork abilities by sharing instances where you've supported colleagues or contributed to a positive work environment. This will resonate well, as the company values collaboration and professionalism.