FINANCIAL ADVISER - COBHAM, SURREY

A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing wealth management practice.

The business provides tailored financial advice across investments, retirement and protection planning, mortgages and intergenerational wealth management. With a strong reputation for delivering excellent client outcomes, the practice offers Advisers the support, infrastructure and autonomy needed to succeed.

The Opportunity:

This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing long-term relationships, while benefiting from comprehensive back-office support.

You will be responsible for:

• Managing and developing relationships with an existing client bank.
• Identifying new business opportunities within existing client relationships.
• Building and growing your own portfolio of clients.
• Delivering holistic financial advice tailored to individual client needs.
• Developing strong, long-term client relationships.
• Working collaboratively with an experienced support team.
• Ensuring advice is delivered in line with FCA regulations and internal procedures.

What's on Offer:

• Full administration support.
• Dedicated Paraplanning support.
• Lead generation assistance.
• Marketing support.
• Operational support.
• Established advice processes and modern technology.
• Ongoing training and professional development.
• Opportunity to grow and develop within a successful practice.
• The strong support structure allows you to spend more time focusing on clients and delivering high-quality advice, without the burden of excessive administration.

About You:
To be considered for this opportunity, you will ideally have:

• Proven experience as a Financial Adviser.
• Level 4 Diploma in Financial Planning or equivalent.
• Strong relationship-building and client management skills.
• Experience providing holistic financial advice.
• A proactive approach to business development.
• Excellent communication and interpersonal skills.
• The ambition to grow within a progressive and supportive environment.
• Experience working within a Partner Practice environment would be advantageous.

This is an excellent opportunity for an experienced Adviser looking to join a growing practice where they can develop their career and focus on delivering exceptional financial advice to clients.