Financial Advisor

Financial Adviser

Location:

Farnham, Surrey Salary:
Competitive, depending on experience

Contract:

Full-time, Permanent Working Pattern:
Office-based / hybrid considered Sector:
Wealth Management / Financial Planning The Opportunity An excellent opportunity has arisen for an experienced Financial Adviser to join an established wealth management practice in Farnham, Surrey . This is a particularly exciting opportunity for an Adviser looking to take on an established client bank from a retiring Adviser , providing the successful candidate with an immediate portfolio of long-standing clients and the opportunity to build strong, trusted relationships for the future.

You will take responsibility for managing and developing an existing client portfolio, providing high-quality financial advice and ensuring clients receive a consistently excellent service throughout their financial journey. The role would suit an experienced Adviser who enjoys building long-term relationships and is looking for the opportunity to inherit an established book rather than having to build a client base from scratch.

Key Responsibilities Take responsibility for an established portfolio of clients inherited from a retiring Adviser. Build and maintain strong, long-term relationships with existing clients. Conduct regular client review meetings and provide appropriate financial advice based on individual circumstances and objectives. Develop a thorough understanding of each client's financial position, goals and future plans. Provide holistic financial planning and wealth management advice.

Review existing arrangements and identify opportunities to ensure clients' financial plans continue to meet their changing needs. Prepare and present clear, suitable and compliant financial recommendations. Work closely with Paraplanners and Client Services colleagues to ensure an efficient and high-quality advice process. Maintain accurate client records and ensure all advice is fully documented and compliant with regulatory requirements. Keep up to date with changes in legislation, taxation, pensions, investments and wider financial markets.

Identify opportunities to develop existing client relationships and generate additional business where appropriate. Build relationships with professional connections and introducers where relevant. Ensure a consistently high level of client service throughout the advice process. Contribute positively to the wider team and support the continued growth of the practice. About You We are looking for an experienced Financial Adviser / Financial Planner with a strong track record of managing client relationships and providing high-quality financial advice.

You will ideally have:
Previous experience working as a Financial Adviser or Financial Planner. Experience managing an established client bank. Strong knowledge of holistic financial planning and wealth management. Excellent client relationship and communication skills. Experience conducting client reviews and presenting financial recommendations. Strong technical knowledge across pensions, investments, retirement planning and protection. The ability to understand complex financial circumstances and explain recommendations clearly.

A professional, personable and trustworthy approach. Strong attention to detail and excellent organisational skills. A genuine focus on delivering excellent client outcomes. The confidence and ability to work independently while also contributing effectively to a wider team. A commercial mindset with the ability to identify opportunities within an existing client bank. Qualifications Level 4 Diploma in Regulated Financial Planning or equivalent is essential.

Relevant CII qualifications would be advantageous. Current Statement of Professional Standing (SPS). Demonstrable experience operating within a regulated financial advice environment. Commitment to ongoing professional development and CPD. Why Apply? Established client bank inherited from a retiring Adviser. Opportunity to step into a portfolio of long-standing client relationships. Strong platform from which to develop and grow your career. Opportunity to focus on advising and relationship management rather than building a client bank from scratch.

Support from experienced Paraplanning and Client Services professionals. Established and professional wealth management environment. Opportunity to develop existing client relationships and identify further business opportunities. Farnham-based role within an established local practice. If you are an experienced Financial Adviser looking for the opportunity to inherit an established client portfolio and build long-term relationships with clients, we would be keen to hear from you.