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Plus: Bonus + Exceptional Benefits Package
Are you a client-focused Financial Adviser who loves building lasting relationships but could happily leave business development behind? This could be your perfect next step.
A leading Chartered Wealth Management firm in North Surrey is offering a rare opportunity to take over a long-standing, loyal client bank from a retiring Senior Adviser and Partner. This firm has grown impressively through both organic growth and acquisition, earning a stellar reputation for high-quality, transparent financial advice and personalised client care.
You’ll be welcomed into a tight-knit, supportive team where clients come first, and your expertise will be fully backed by dedicated Paraplanning support, technical development opportunities, and a smooth, structured handover. The client base includes high-net-worth individuals, retirees, accumulators, and SME business owners—so your days will be varied, interesting, and deeply rewarding.
The firm offers flexibility with hybrid working, a generous bonus scheme paying on all income generated, and a benefits package that reflects their people-first culture. If you're Diploma qualified, currently CAS, and have 3+ years of experience delivering holistic private client advice, then this is a golden opportunity to take your career to the next level—without the pressure of cold prospecting.
Ready to step into a well-established role where your impact truly matters? Let’s talk.
Please send your CV to Ryan at Financial Divisions
