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Holistic Independent Financial Planner | Portfolio
Job in
Pirbright, Woking, Surrey County, GU22, England, UK
Listed on 2026-06-15
Listing for:
Financial Divisions
Contract
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor
Job Description & How to Apply Below
Financial Divisions in Pirbright is seeking an experienced Financial Adviser who is focused on delivering outstanding client outcomes. You will inherit approximately 30 established clients and £10 million in assets under management from day one, along with ongoing pre-qualified client introductions.
This role emphasizes integrity and client relationships over aggressive sales targets, supported by a dedicated administration team. The ideal candidate will be Level 4 Diploma qualified with strong client management and analytical skills.
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