A fantastic opportunity for an experienced Financial Adviser to join an established and highly regarded wealth management practice in Farnham, Surrey.
The successful candidate will have the opportunity to inherit an established client bank from a retiring Adviser, providing an immediate portfolio of long-standing clients and an excellent foundation from which to build and develop their career.
This is an ideal role for an Adviser who enjoys developing trusted, long-term relationships and providing genuinely holistic financial planning. Rather than starting from scratch and building a client bank, you will step into an established portfolio and become the trusted adviser for a loyal client base.
You will be supported by an experienced wider team, including Paraplanning and Client Services, allowing you to focus on delivering excellent advice and developing your client relationships.
Key Responsibilities:
- Take ownership of an established portfolio of clients inherited from a retiring Adviser.
- Build strong and lasting relationships with clients, becoming their trusted point of contact for their financial planning needs.
- Conduct regular client review meetings and provide high-quality, holistic financial advice.
- Develop a detailed understanding of clients' financial circumstances, objectives and longer-term plans.
- Review existing financial arrangements and ensure recommendations remain appropriate as clients' circumstances change.
- Provide advice across areas including pensions, investments, retirement planning, wealth management and protection.
- Prepare and present clear, compliant financial recommendations.
- Work closely with Paraplanners and Client Services to ensure a smooth and efficient advice process.
- Maintain accurate and comprehensive client records and ensure all advice is fully documented.
- Keep up to date with changes in legislation, taxation, pensions, investments and financial markets.
- Identify appropriate opportunities to develop existing client relationships and grow the portfolio.
- Build relationships with professional connections and introducers where appropriate.
- Maintain the highest standards of client service, professionalism and regulatory compliance.
About You:
We are looking for an experienced Financial Adviser or Financial Planner who is confident managing client relationships and providing holistic financial advice.
You will ideally have:
- Proven experience as a Financial Adviser or Financial Planner.
- Experience managing an established client bank.
- Strong technical knowledge across pensions, investments and retirement planning.
- Experience conducting client reviews and presenting recommendations.
- Excellent relationship-building and communication skills.
- A professional, personable and trustworthy approach.
- The ability to explain complex financial matters clearly and confidently.
- A strong focus on client outcomes and delivering an exceptional service.
- Excellent organisation and attention to detail.
- The ability to work independently while being part of a collaborative team.
- A commercial approach and the ability to identify opportunities within an existing client portfolio.
Qualifications & Experience:
- Level 4 Diploma in Regulated Financial Planning or equivalent – essential.
- Current SPS.
- Previous experience working within a regulated financial advice environment.
- Relevant CII qualifications would be advantageous.
- Commitment to ongoing CPD and professional development.
Why This Role?
This is an excellent opportunity for an experienced Adviser who wants to step into an established client portfolio and immediately make an impact.
You will benefit from:
- An established client bank inherited from a retiring Adviser.
- Long-standing client relationships to develop and nurture.
- The opportunity to grow an existing portfolio.
- An established Paraplanning and Client Services support structure.
- A professional and collaborative wealth management environment.
- The opportunity to focus on delivering quality financial advice and client relationships.
- Excellent long-term career potential.
- A desirable location in Farnham, Surrey.
If you are an experienced Financial Adviser looking for an established client bank, strong support structure and the opportunity to build something for the long term, we would love to hear from you!
