Financial Advisor / IFA

Financial Adviser – Guildford – £60,000 to £80,000 + bonus

Tired of chasing your own leads, seeing clients in the evenings and having high sales targets? This established financial planning firm in Guildford does things differently, and is now looking for an experienced adviser to join its growing team.

What's in it for you

• A ready-made client bank: gradually inherit around 50 established clients, so you earn from day one rather than starting from scratch.
• 2–3 pre-vetted, warm client introductions a week. These people have already engaged with the firm and want advice.
• Bonus: a company bonus based on team performance. This year was a record year.
• Face-to-face advice: around 95% of clients come into the office for advice.
• Full support: dedicated paraplanning and administration teams, plus trainee advisers who support advisers directly, so you can focus on advice.
• No heavy sales culture: clear, values-led standards centred on client care.
• Free parking at the office on the edge of Guildford.

The role

You'll manage and grow your inherited portfolio, run review and new-client meetings in the office 95% of the time - with the rest via Teams. Your paraplanning and admin colleagues take care of the research support, paperwork and processing.

About you

• Level 4 Diploma qualified, with Competent Adviser Status
• Experienced as a Financial Adviser, Wealth Manager or IFA
• Confident building long-term relationships and explaining complex planning simply
• Happy to work from the Guildford office five days a week (most clients live locally and prefer meeting in person)

Next step

Apply today for a confidential chat to find out if it's a good match for you.