Full job descriptionFinancial AdviserLocation: Farnham, Surrey
Salary: Competitive, depending on experience
Contract: Full-time, Permanent
Working Pattern: Office-based / hybrid considered
Sector: Wealth Management / Financial Planning
The OpportunityAn excellent opportunity has arisen for an experienced Financial Adviser to join an established wealth management practice in Farnham, Surrey.
This is a particularly exciting opportunity for an Adviser looking to take on an established client bank from a retiring Adviser, providing the successful candidate with an immediate portfolio of long-standing clients and the opportunity to build strong, trusted relationships for the future.
You will take responsibility for managing and developing an existing client portfolio, providing high-quality financial advice and ensuring clients receive a consistently excellent service throughout their financial journey.
The role would suit an experienced Adviser who enjoys building long-term relationships and is looking for the opportunity to inherit an established book rather than having to build a client base from scratch.
Key Responsibilities*Take responsibility for an established portfolio of clients inherited from a retiring Adviser.
*Build and maintain strong, long-term relationships with existing clients.
*Conduct regular client review meetings and provide appropriate financial advice based on individual circumstances and objectives.
*Develop a thorough understanding of each client’s financial position, goals and future plans.
*Provide holistic financial planning and wealth management advice.
*Review existing arrangements and identify opportunities to ensure clients’ financial plans continue to meet their changing needs.
*Prepare and present clear, suitable and compliant financial recommendations.
*Work closely with Paraplanners and Client Services colleagues to ensure an efficient and high-quality advice process.
*Maintain accurate client records and ensure all advice is fully documented and compliant with regulatory requirements.
*Keep up to date with changes in legislation, taxation, pensions, investments and wider financial markets.
*Identify opportunities to develop existing client relationships and generate additional business where appropriate.
*Build relationships with professional connections and introducers where relevant.
*Ensure a consistently high level of client service throughout the advice process.
*Contribute positively to the wider team and support the continued growth of the practice.
About YouWe are looking for an experienced Financial Adviser / Financial Planner with a strong track record of managing client relationships and providing high-quality financial advice.
You will ideally have:
*Previous experience working as a Financial Adviser or Financial Planner.
*Experience managing an established client bank.
*Strong knowledge of holistic financial planning and wealth management.
*Excellent client relationship and communication skills.
*Experience conducting client reviews and presenting financial recommendations.
*Strong technical knowledge across pensions, investments, retirement planning and protection.
*The ability to understand complex financial circumstances and explain recommendations clearly.
*A professional, personable and trustworthy approach.
*Strong attention to detail and excellent organisational skills.
*A genuine focus on delivering excellent client outcomes.
*The confidence and ability to work independently while also contributing effectively to a wider team.
*A commercial mindset with the ability to identify opportunities within an existing client bank.
Qualifications*Level 4 Diploma in Regulated Financial Planning or equivalent is essential.
*Relevant CII qualifications would be advantageous.
*Current Statement of Professional Standing (SPS).
*Demonstrable experience operating within a regulated financial advice environment.
*Commitment to ongoing professional development and CPD.
Why Apply?*Established client bank inherited from a retiring Adviser.
*Opportunity to step into a portfolio of long-standing client relationships.
*Strong platform from which to develop and grow your career.
*Opportunity to focus on advising and relationship management rather than building a client bank from scratch.
*Support from experienced Paraplanning and Client Services professionals.
*Established and professional wealth management environment.
*Opportunity to develop existing client relationships and identify further business opportunities.
*Farnham-based role within an established local practice.
If you are an experienced Financial Adviser looking for the opportunity to inherit an established client portfolio and build long-term relationships with clients, we would be keen to hear from you.