Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm.
As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Surrey and the surrounding areas, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection.
What makes this Financial Advisor role stand out?
This isn't just another advisory position. You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts.
- Deliver face-to-face and virtual client meetings
- Conduct comprehensive financial reviews and produce detailed reports
- Develop new business through networking, referrals, and company leads
- Maintain and grow client relationships through regular reviews
- Leverage digital tools and CRM systems to enhance client service Financial Advisor
Requirements:
- Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
- Essential: Experience as a practicing Financial Advisor with proven client management skills
- Essential: Strong interpersonal and communication abilities
- Desirable: Business development and networking experience
- Desirable: Proficiency with financial planning software and Microsoft Teams The Company Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support. xgikmsk Due to continued expansion, they're looking to add to their Surrey team. Financial Advisor
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Financial Advisor in Woking employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
