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Senior Financial Adviser

  • Guildford
  • Permanent
  • £80,000 - £100,000 + Bonus & Benefits

Job details.

Are you a skilled and qualified Financial Adviser seeking a challenging and rewarding opportunity? We are representing one of the UK's leading Financial Planning & Investment Management organisations, renowned for their expertise and exceptional client service. Our client is in search of a dedicated Senior Financial Planner to join their dynamic team.

Our client stands as one of the largest and most successful Financial Planning & Investment Management firms in the UK. With a reputation for excellence, they are committed to providing top-quality financial solutions to their diverse clientele. As they continue to expand, they are now looking for an experienced and ambitious Senior Financial Planner to contribute to their growth journey.

As a Senior Financial Planner, you will be responsible for managing an extensive client bank, ensuring exceptional service delivery and fostering lasting client relationships. In addition, you will play a vital role in identifying new business opportunities, enabling the continuous expansion of our client's client base and overall business growth.

Key Responsibilities:

  • Manage and nurture an extensive client bank, providing tailored financial planning and investment advice.
  • Identify new business opportunities and develop strategies to expand the client base.
  • Collaborate with clients to understand their financial goals and craft personalised financial plans.
  • Stay updated on industry trends, regulations, and market changes to provide informed advice to clients.
  • Build and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.
  • Work closely with the team to contribute to the overall growth and success of the organisation.


  • Qualified and experienced Financial Adviser with a proven track record in the industry.
  • Strong knowledge of financial planning & investment management
  • Exceptional interpersonal and communication skills, with the ability to build trust and rapport with clients
  • Demonstrated ability to identify and pursue new business opportunities
  • Detail-oriented, with excellent analytical and problem-solving skills
  • Professional certifications and memberships relevant to the financial planning industry will be highly regarded


  • Competitive basic salary up to £100,000, commensurate with experience
  • Lucrative bonus structure
  • Comprehensive company benefits package
  • Opportunities for professional development and career advancement within a prestigious organisation.

If you are a motivated and qualified Financial Adviser ready to make a significant impact in the industry, we invite you to apply. Join our client's team and contribute to the growth and success of one of the UK's leading Financial Planning & Investment Management organisations.


  1. Financial Planning

Thomas Williams

Director - Financial Services

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