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41

Independent Financial Advisor jobs in Surrey

 
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  • Senior Wealth Manager

    Shortlist
    • £50,000 - £60,000 per annum, inc benefits
    • Guildford
    • 2 December
    • 2 applications

    A fantastic career opportunity has arose with a leading Wealth Manager for a Senior HNW Independent Financial Advisor to manage an existing client bank and provide a first class consultative service; this is truly a premium position Principal Activities General Financial planning including personal...

  • Financial Planner

    Shortlist
    • £60,000 - £70,000 per annum
    • Surrey
    • 5 days ago
    • 1 applications

    Snr Financial Planner Surrey £60k - £70k + Bonus One of the UK`s leading Wealth Management firms who over the years of have developed a market leading proposition coupled with a reputation of delivering the highest quality service to their clients are now looking to bring on board a Senior Financial...

  • Wealth Adviser - Guildford

    Shortlist
    • £40,000 - £75,000 per annum
    • Guildford
    • Yesterday
    • 17 applications

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice...

  • IFA

    Shortlist
    • £50,000 - £80,000 per annum, OTE
    • Kingswood
    • 27 November
    • 2 applications

    Our client, a well established and highly reputable Surrey IFA practice is looking for an experienced IFA to service clients throughout London and the South East. There is a client bank provided via Accountants, an existing portfolio and the mortgage consultants. You will be advising on a range of pensions...

  • Chartered Financial Planner

    Shortlist
    • £55,000 - £90,000 per annum, inc benefits
    • Guildford
    • 9 December
    • 2 applications

    A Financial Planning Practice are seeking a Chartered Financial Planner to join their Guildford office: The ideal candidate will have experience of working as an IFA and hold 5 years relevant industry experience. An established HNW client bank is on offer - this is made up of approximately 100 clients...

  • Independent Financial Advisor - Employed

    Shortlist
    • £40,000 - £100,000 per annum, inc benefits
    • Guildford
    • 19 November
    • 1 applications

    A top end, modern wealth manager, now requires a successful IFA to join their existing financial planning team. Our client who advises on pensions and investments, within a whole of market, would like a Diploma qualified advisor to come on board and advice within these areas to private clients. Most...

  • IFA

    Shortlist
    • £100,000 per annum
    • Surrey
    • 1 week ago
    • 2 applications

    An RDR-compliant, long-established IFA practice is currently seeking an experienced Financial Advisor to join its team. This excellent opportunity comes with an active high-net worth client book so transferable clients are not required. You will be providing holistic advice to this client bank. Any individual...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Kingston Upon Thames
    • 8 December
    • 1 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Croydon
    • 8 December
    • 0 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Sutton
    • 8 December
    • 0 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Surrey
    • 8 December
    • 0 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Financial Planner

    Shortlist
    • £50,000 - £55,000 per annum
    • Surrey
    • 1 week ago
    • 0 applications

    Ref: 1685 Financial Planner £50-55,000 basic + bonus Surrey This really is a fantastic opportunity to join great firm that is well established and very successful and manages several £billion for its clients. At the same time they are a friendly organisation, not sales focused and it is a rewarding...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Sutton
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Kingston Upon Thames
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Croydon
    • 12 December
    • 1 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Surrey
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Chartered Financial Planner

    Shortlist
    • £40,000 - £60,000 per annum
    • Weybridge
    • 1 week ago
    • 2 applications

    We are pleased to be working with this leading fee based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to...

  • IFA Role - clients provided

    Shortlist
    • £50,000 - £80,000 per annum
    • Virginia Water
    • 11 December
    • 3 applications

    Our client, a well established, reputable and successful Chartered IFA practice is looking for an experienced Adviser to join the team to take over a portfolio of clients from a Director of the business who has recently retired. This role is dealing predominately with clients who have £50,000 - £100...

  • Wealth Manager/Financial Adviser

    Shortlist
    • £60,000 per annum
    • Surrey
    • 5 December
    • 4 applications

    Salary: up to £60,000 basic plus bonus & benefits Our client is a leading, Wealth Advisory practice, who specialise in providing a holistic financial planning service to their HNW clients. Due to continued success, an excellent opportunity has arisen for an experienced Wealth Manager to join their...

  • Regulated Financial Adviser

    Shortlist
    • £45,000 - £55,000 per annum, OTE
    • Croydon
    • 4 December
    • 4 applications

    Our client is a regulated firm of Financial Advisers. Due to growth, they are seeking a regulated financial adviser to join them. You will need to be Level 4 Diploma (CII DipPFS preferred) as well as being technically strong in pensions, investments and personal taxation. You will need to be comfortable...

  • Home Based Employed Financial Adviser

    Shortlist
    • £40,000 - £42,000 per annum
    • Croydon
    • 4 December
    • 1 applications

    Are you an experienced financial adviser who wants to work for a highly secure, long established, national business with a niche market, excellent and effective client generation, employed package and impressive OTE? Do you want to work from home with the full support of a large company, including excellent...

  • Independent Financial Advisor - Existing Client Bank Provided!

    Shortlist
    • £40,000 - £55,000 per annum
    • Croydon
    • 3 December
    • 0 applications

    Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank of both Corporate and HNW clients. The candidate should be an experienced IFA used to dealing with a range of HNW / Corporate clients. We...

  • Financial Planner

    Shortlist
    • £45,000 - £95,000 per annum
    • Richmond
    • 2 December
    • 2 applications

    Are you an accomplished Financial Planner seeking a new role? Are you looking for the chance to significantly increase your earning potential whilst gaining the full suite of administrative, compliance and marketing services? If you are currently a successful Financial Planner and potentially have a...

  • Specialist Financial Advice Manager

    Shortlist
    • £35,000 - £52,000 per annum
    • Sutton
    • 1 December
    • 0 applications

    Recruit UK are representing a leading banking group who are seeking a Specialist Financial Advice Manager to join their branch based advisory team. This role will see you manage a portfolio of c150 - 200 new and existing customers, providing them with the appropriate advice that matches their individual...

  • Financial Adviser - Employed - Clients provided

    Shortlist
    • £40,000 - £75,000 per annum, negotiable, OTE
    • Guildford
    • 28 November
    • 1 applications

    Home/Field based Financial Adviser role, excellent company reputation, leads provided and a strong remuneration package. What matters most to you? The security of a salaried position, or the freedom to pursue your business goals? For the right individuals, this offers a way to fulfil both without...

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