Financial Adviser – Full‑time with Existing Client Base

About the role

We are seeking a full‑time Financial Adviser to join a well‑established IFA firm in Godalming. You will inherit a strong client base and work closely with the Managing Director to gradually take ownership of a £45 million portfolio.

Key responsibilities

• Manage and grow an existing client portfolio of approximately £45 million in assets under management.
• Provide independent, unrestricted financial advice to both existing and new clients.
• Balance office‑based work with field visits to meet client needs.
• Collaborate with the firm’s support team to ensure seamless service delivery.

Required profile

• Qualified Level 4 adviser (or a less experienced adviser holding a CAS qualification).
• Experience in an independent advisory role, preferably within a multi‑branch IFA firm.
• Ability to work autonomously while maintaining strong client relationships.

Required skills

What we offer

• Competitive base salary of £55,000‑£65,000 per year plus benefits and commission.
• Access to a well‑established client base and full back‑office support.
• Flexibility to work both in the office and in the field (hybrid model).
• Immediate start and clear progression path with the Managing Director.