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Are you a Financial Adviser who loves working with clients but tired of chasing new business? This could be the perfect next step in your career.
We’re working exclusively with a highly respected Chartered Wealth Management firm in North Surrey that has grown steadily through both acquisition and organic referrals. Known for their personable, professional service and strong reputation in the local community, they’ve had another exceptionally strong year — and they’re now looking to bring in a Financial Adviser to take over an existing, well-maintained client book.
This opportunity arises due to the upcoming retirement of one of the firm’s Senior Financial Advisers and Partners. You'll have a full and warm handover, working alongside them to ensure continuity and trust with clients who’ve built close relationships with the firm over many years.
Why this role stands out:
- No cold calling or lead generation - you’ll inherit a quality client book of HNW individuals including retirees, business owners, and accumulators
- Full paraplanning support to help you focus on what you do best — advising clients
- Flexible working model — opportunity to be mostly home-based once established
- Strong team culture — a close-knit, supportive environment where staff and clients are equally valued
- Excellent training and development, with support for any skills gaps in technical areas
- Competitive salary starting at £75k, plus uncapped bonus on all income generated and a comprehensive benefits package
If you’re Level 4 Diploma qualified, CAS status with 3+ years’ experience in holistic financial advice, and want to be part of a stable, client-focused firm with real progression opportunities, we’d love to hear from you.
Apply now or contact Jo at Financial Divisions for a confidential discussion.
