Price Ferguson in Guildford is seeking an experienced Financial Adviser to join its growing team. The role focuses on holistic financial planning and client relationships, not aggressive sales targets.
You will manage an inherited portfolio of around 50 clients, conduct meetings and reviews, and deliver clear, compliant recommendations. Level 4 Diploma and Competent Adviser Status are required.
#J-18808-Ljbffr
Holistic Financial Planner – Client-Focused Adviser in Guildford employer: Price Ferguson
Join a highly respected independent financial planning firm in Guildford, where integrity and client relationships are at the core of our values. We offer a supportive work culture that prioritises professional development and provides a steady stream of client opportunities, allowing you to focus on delivering exceptional financial advice without the pressure of aggressive sales targets. With a commitment to employee growth and a collaborative environment, this is an excellent place for Financial Advisers who are dedicated to making a meaningful impact in their clients' lives.
