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Permanent

Financial Advisor

Guildford
money-bag 60000.00-60000.00 Annual
3121916767
Posted 2 weeks ago

This Financial Adviser job offers an excellent opportunity to take on an established client base while joining a growing and forward thinking financial planning firm.In this Financial Adviser job, you will inherit an existing book generating around £180k of recurring income, equating to approximately £18m FuM. This provides immediate stability, with the opportunity to build further as part of a firm that is actively expanding its advisory capability. This Financial Adviser job is well suited to someone who enjoys working with existing clients, particularly those gained through acquisition, and who takes pride in maintaining and developing strong long term relationships.Alongside managing the inherited portfolio, you will continue to grow your client bank through referrals and professional introducers, supported by full paraplanning and administrative functions. You will deliver holistic financial planning advice, ensuring clients receive a high quality and compliant service.This Financial Adviser job also comes at a key growth phase for the business, with senior advisers taking on significant additional client books. This creates a genuine opportunity for progression and long term development as the firm continues to expand.Financial Adviser Requirements• Essential Level 4 Diploma in Financial Planning or equivalent• Essential Proven experience as a Financial Adviser providing holistic advice• Essential Experience managing client relationships and ongoing service• Desirable E

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