Financial Adviser – Equity Opportunity in Guildford

About the role

Join a respected independent financial planning firm in Guildford as a Financial Adviser. You will inherit a solid client portfolio and benefit from a supportive team, allowing you to focus on delivering high‑quality advice.

Key responsibilities

• Provide holistic, independent financial planning advice covering pensions, investments, retirement, tax and protection.
• Manage and develop an inherited client portfolio worth approximately £10 million AUM.
• Conduct regular client review meetings and welcome new client appointments.
• Build and maintain long‑term relationships with existing and newly introduced clients.
• Analyse clients' financial circumstances and develop tailored recommendations.
• Ensure compliance with FCA regulations and maintain high standards of regulatory adherence.
• Complete ongoing CPD and stay up to date with industry best practice.

Required profile

• Experienced Financial Adviser with a proven track record of client relationship management.
• Relevant professional qualifications (e.g., Diploma in Financial Planning, Chartered Financial Planner).
• Strong understanding of UK financial regulations and compliance requirements.
• Commitment to continuous professional development.

Required skills

What we offer

• £70,000 basic salary plus bonus and share options.
• Equity stake opportunity after successful probation.
• Immediate access to an established client bank (~30 clients, £10 m AUM).
• Consistent flow of 2‑3 high‑quality client introductions per week.
• Support from an experienced paraplanning and administration team.
• Comprehensive benefits package.