Financial Adviser

mbf.; Guildford; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A well-established wealth management firm in the United Kingdom is seeking an experienced Financial Adviser to deliver holistic financial planning advice. This role offers a base salary of £65,000 to £75,000 with additional bonuses, providing all clients for an existing portfolio and support from a paraplanning team. Ideal candidates will focus on relationship management rather than sales targets, with a flexible hybrid working model of typically 3 days in the office and 2 from home.

Benefits

Base salary up to £75,000

Annual bonus opportunities

Hybrid working model

Ready-made client bank

Responsibilities

• Deliver holistic financial planning advice to a portfolio of around 70 existing clients.
• Work with individuals and families to provide tailored solutions across investments, pensions, protection, and estate planning.
• Focus on relationship management and technical advice rather than prospecting.

Job description

Are you an experienced Financial Adviser seeking a stable, client-focused environment where advice quality comes before sales targets?

This is an exceptional opportunity to join a well-established, growing wealth management firm that provides a ready-made client bank, first-class support, and genuine career progression.

The Opportunity

You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time.

You’ll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more — supported by a highly experienced paraplanning and administrative team.

This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets.

What’s on Offer

• £65,000 base salary + £10,000 bonus for Level 4 qualified advisers
• £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers
• Additional bonuses for new business and performance – excellent OTE potential
• Hybrid working – typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings)
• All clients provided – immediate portfolio of around 70, growing over time

Full paraplanning and administra...