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Financial Adviser - Client Provided

  • Guildford
  • Permanent
  • £65,000 - £80,000 + Bonus & Benefits

Job details.

We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations. Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team.

Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK. Renowned for their expertise and commitment to client satisfaction, they are now seeking an experienced Financial Adviser to enhance their team.

You will be entrusted with managing an extensive client bank being left by a retiring Financial Planner, providing impeccable service, and nurturing long-lasting client relationships. While some natural business development is expected, the primary focus of this role will be on delivering outstanding service to existing clients. Your expertise will be instrumental in ensuring client satisfaction.

Key Responsibilities:

  • Manage and cultivate relationships with an extensive client bank, delivering tailored financial planning advice.
  • Provide comprehensive financial reviews to existing clients, addressing their needs and goals with expert guidance.
  • Collaborate closely with clients to understand their financial aspirations and craft personalised financial plans.
  • Stay abreast of industry trends and regulations, ensuring clients receive the most current and relevant advice.
  • Uphold the organisation's reputation for exceptional service through your professionalism and expertise.


  • Proven experience as a qualified Financial Adviser, demonstrating a strong track record in client management.
  • Deep understanding of financial planning.
  • Exceptional interpersonal skills and the ability to build trust and rapport with clients.
  • Detail-oriented, with excellent analytical and problem-solving abilities.


  • Competitive basic salary up to £80,000, commensurate with experience.
  • Attractive bonus structure based on performance and client satisfaction.
  • Comprehensive company benefits package, including healthcare and pension contributions.
  • Opportunities for continuous professional development and career progression within a prestigious organisation.


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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