Financial Advisor

Posted 11 October by Vision-FS Recruitment
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Position: Financial Advisor

Location:Caterham, Surrey

Minimum Requirements: Minimum 2 years' experience as a Financial Advisor, Level 4 qualified, track record of developing clients.

Salary/package: Up to £40,000, bonus of up to 40%, client bank and full administration support provided, 22 days’ annual leave, pension, study support, free parking, laptop and phone.


An award-winning boutique Financial Advisor firm based in Caterham, Surrey is keen to hire a Financial Advisor to join its expanding team. The firm, which has been a market leader in Surrey for many years, is looking to offer the successful candidate a warm client bank plus full administration support. The role will initially be office based, but will revert to a hybrid position once training is completed.


Reporting to the firm's co-owners, the Financial Advisor will be mainly dealing with and meeting HNW clients from a well-serviced and loyal client bank. The Financial Advisor will also be expected to generate new clients where possible. The Financial Advisor will have full paraplanning and administration support.


Applicants for the Financial Advisor vacancy must have the following criteria:

  • Minimum 2 years' as a Financial Advisor
  • Level 4 qualified
  • Track record of developing clients


  • A base salary of up to £40,000
  • Bonus of up to 40%
  • Client bank and full administration support provided
  • 22 days’ annual leave
  • Pension
  • Study support
  • Free parking
  • Laptop & phone provided
  • Various other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.

Reference: 40872681

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