Financial Adviser Job Guildford area,England UK,Finance & Banking

Independent Financial Adviser – Guildford, Surrey

An established financial services firm is looking to appoint an experienced Financial Adviser to join its team in Guildford. This is a full-time, office-based position offering a salary of up to £80,000, depending on experience, alongside a bonus structure, group life assurance and company pension benefits.

The Opportunity

Location:

Guildford, Surrey – office-based
Salary:
Up to £80,000 per annum, depending on experience, plus bonus
Client Base:
Take responsibility for an existing portfolio of around 50 clients from the outset.
Business Development:
Benefit from approximately 2–3 qualified client introductions each week, providing consistent opportunities to grow your portfolio.
Dedicated Support:
Work alongside experienced administrative and paraplanning teams who will assist with the preparation and management of client work.
Advisory Approach:
Prioritise long-term client relationships and personalised financial advice, without the pressure of a high-volume, target-driven sales environment.

Key Duties

Build and maintain lasting relationships with clients, delivering tailored financial advice based on their individual circumstances and long-term objectives.
Take ownership of an established client portfolio, carrying out regular reviews and identifying changing financial needs.
Assess and recommend appropriate financial planning strategies and products in line with clients’ requirements.
Prepare accurate, compliant suitability reports and ensure all advice is appropriately documented.
Maintain Competent Adviser Status (CAS) and ensure ongoing compliance with FCA requirements and relevant financial services legislation.
Keep technical knowledge up to date to ensure advice remains suitable, effective and compliant.

Skills and Experience

Level 4 Diploma in Financial Advice or an equivalent recognised qualification.
Current Competent Adviser Status (CAS).
Previous experience in a Financial Adviser, Independent Financial Adviser (IFA) or Wealth Management position.
A sound understanding of financial planning, FCA regulations and regulatory compliance.
Excellent interpersonal and communication skills, with the ability to develop trusted, long-term client relationships.
Strong analytical skills and the ability to identify suitable solutions for a diverse range of client needs