Financial Advsier

An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation operating across the Surrey and Sussex region. This is a rare chance to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal customer base. The Opportunity You will work closely with 1–3 established local offices, each with a substantial existing client base, providing you with a consistent flow of pre-qualified opportunities.

Your role will focus on:
Delivering holistic financial planning advice (pensions, investments, protection, estate planning) Building strong, long-term relationships with both introducers and clients Managing and developing your own client portfolio Providing a high-quality, face-to-face advice service This is a relationship-led role, ideal for someone who values quality advice and long-term client outcomes over transactional sales.

The Role Home-based with travel across Surrey / Sussex Typically 3–4 days per week meeting clients and introducers Attending local events and community / industry shows Working closely with local introducers to generate ongoing opportunities You will benefit from strong internal support, allowing you to focus on client relationships and advice delivery rather than administration. Why Apply? Warm, consistent lead source – no cold prospecting Strong existing client base with high retention and loyalty Opportunity to build a sustainable, high-value client bank Excellent support structure including paraplanning and administration A business with a strong reputation for customer service and long-term relationships Earnings & Benefits Basic salary: £50,000 – £75,000 Realistic OTE: £130,000 Car allowance: £5,500 Bonus: up to 5% Pension: up to 20% contribution Comprehensive and flexible benefits package About You We are keen to speak with Financial Planners who are:
Fully Level 4 qualified (DipFA / DipPFS or equivalent) with CAS Experienced in providing regulated financial advice Strong relationship builders with a client-first approach Motivated, professional and focused on long-term success Comfortable working in a field-based, face-to-face role If you’re looking for a role where you can focus on quality advice, warm clients, and long-term relationship building, this is an excellent opportunity to take your career to the next level.