Financial Adviser – Surrey / Home Based | Field Role | Salary up to £70,000, OTE £130,000 + Car + Pension up to 20%
Location: Surrey (home based, field travel up to 4 days per week across Surrey)


We are working with one of the UK’s most respected financial services organisations to recruit an experienced Financial Adviser covering the Surrey area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network — so you arrive at every meeting already welcome.
Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential.
The advisers who perform best here are those who genuinely enjoy spending time with clients — comfortable in a detailed, unhurried conversation that gets to the heart of a customer’s financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive.


ABOUT THE ROLE
* You will provide holistic financial planning advice to a broad range of customers — from everyday investors to high-net-worth individuals — across life insurance, pensions, investments, wealth management, and inheritance tax planning.
* Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey.
* Building and managing strong, long-term customer relationships from warm leads provided by the Agency network
* Conducting thorough fact-finds to assess customers’ personal, business, and financial circumstances and provide fully compliant, needs-based advice


Required:
* QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent)
* Valid Statement of Professional Standing (SPS)
* Experience delivering regulated financial advice to UK customers on a face-to-face basis
* Full UK driving licence — regular travel across Surrey and Sussex is essential


COMPENSATION AND BENEFITS
* Competitive basic salary + uncapped commission | OTE £130,000
* Company car scheme or car allowance of £5,500
* Annual bonus up to 5% of salary
* Contributory pension scheme up to 20% (including your 8% contribution)
* 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
* Life assurance — 4 x salary
* Health and wellbeing cashback plan (dentist, optician, physio)
* Access to voluntary benefits including private medical insurance and dental cover
* £20 monthly gym membership contribution
* 5% discount on a range of insurance policies