Financial Advisor/Financial Planner

Financial Adviser/Financial Planner

Location: Guildford

Salary: £60-£80k

Exceptional Earning Potential | Established Client Bank | Warm Leads Provided

Are you an ambitious Financial Adviser looking for a role where you can focus on building relationships, delivering great advice, and being genuinely valued for the work you do?

We are working with a highly respected and well-established wealth management firm that has built an outstanding reputation for looking after both its clients and employees. Due to continued growth, they are seeking an Adviser to join their close-knit, supportive team.

What's on Offer?

Inherit an existing portfolio

A balanced role combining client servicing and new business development

Warm leads provided, allowing you to spend more time advising and less time prospecting

Excellent earning potential with a highly competitive salary and generous bonus structure

Join a friendly, family-oriented team where people are genuinely supported, appreciated, and treated fairly

Strong administrative and paraplanning support, enabling you to focus on delivering quality advice

A business with an excellent retention rate, loyal clients, and a collaborative culture

The Role

You will take ownership of an established client portfolio, providing holistic financial planning advice while continuing to grow your client base through a steady flow of introductions and leads. This is an excellent opportunity for someone who enjoys nurturing long-term relationships, delivering exceptional client outcomes, and being rewarded accordingly.

About You

• Qualified Financial Adviser (Level 4 Diploma or equivalent)


• Strong relationship-building and client-facing skills


• Passionate about delivering high-quality financial planning advice


• Motivated to develop new business whilst maintaining excellent service standards


• Looking for a long-term home where your contribution is recognised and rewarded

This is more than just another advisory role. It's an opportunity to join a business where advisers are trusted, supported, and given the tools to succeed. You'll inherit loyal clients, receive ongoing leads, work alongside a fantastic team, and enjoy the financial rewards that come with being part of a successful and growing firm.

If you're looking for a role offering stability, support, strong earnings, and a genuinely welcoming environment, we'd love to hear from you.

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