Independent Financial Adviser – Immediate AUM & Clients in Surrey

Independent Financial Adviser – Immediate AUM & Clients in Surrey

Surrey Full-Time 70000 - 70000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Deliver holistic financial planning and provide exceptional client services.
  • Company: Price Ferguson, a supportive firm with a focus on client relationships.
  • Benefits: Basic salary up to Β£70,000, ongoing training, and compliance support.
  • Other info: Join a dedicated team in a dynamic environment.
  • Why this job: Inherit an established client base and focus on building long-term relationships.
  • Qualifications: Experience as a Financial Adviser with strong client relationship skills.

The predicted salary is between 70000 - 70000 Β£ per year.

Price Ferguson is seeking an experienced Financial Adviser in Guildford, offering a basic salary of up to Β£70,000. The role focuses on delivering holistic financial planning without aggressive sales targets. You will inherit an established client base worth around Β£10 million in assets under management from day one. Supported by a dedicated team, you will concentrate on providing exceptional client services and building long-term relationships, with ongoing training and compliance support provided.

Independent Financial Adviser – Immediate AUM & Clients in Surrey employer: Price Ferguson

Price Ferguson is an excellent employer for Independent Financial Advisers, offering a competitive salary and the unique advantage of an established client base from day one. With a strong emphasis on holistic financial planning and exceptional client service, employees benefit from a supportive work culture that prioritises professional growth through ongoing training and compliance support in the vibrant location of Guildford.

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Contact Details:

Price Ferguson Recruitment Team

We think you need these skills to ace Independent Financial Adviser – Immediate AUM & Clients in Surrey

Holistic Financial Planning
Client Relationship Management
Asset Management
Exceptional Client Service
Compliance Knowledge
Team Collaboration
Financial Analysis