Financial Adviser

Are you a seasoned Financial Advisor in Surrey, looking for an exciting new opportunity? We have an ideal position for you!

Financial Advisor Benefits

• Basic Salary - up to £52,000 plus 15% production bonus (on all recurring and initial income)
• Working with a steady stream of quality leads and existing clients
• Manage a High Net Worth / Ultra High Net Worth client bank of about 180 clients
• Benefit from ongoing commissions totalling approximately £220,000, which equates to £33,000 in bonus earnings
• Pension plan
• Car allowance

This is a unique opportunity to join a highly respected IFA firm known for improving their client proposition and being featured in industry press for their success.

You will take over servicing an existing client bank, either from an internal change or a retiring Adviser. Your goal is to understand your client’s current and future goals and design easy-to-understand strategies that match their objectives.

Alongside servicing the clients provided, you'll convert business opportunities from company marketing initiatives and proactively grow your portfolio through referrals, networking, and social media.

You will advise clients through a mix of in-person visits, virtual meetings via Microsoft Teams, or at one of the company’s regional offices.

Financial Advisor Requirements

• Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
• Candidates close to Chartered status are preferred
• Proven ability to convert business opportunities

You'll receive full support from specialist administrators, paraplanners, and compliance managers. With research, report writing, and client investment management reviews handled for you, you'll have more time to spend with clients.

Join this organisation and be part of a progressive team where your skills and expertise will be valued and rewarded!