Financial Adviser

Recruit UK; Guildford; On-site; GBP 100,000 - 120,000; Full time

Benefits offered by this job

Competitive salary up to £120,000

Generous holiday allowance

Fully funded training for professional qualifications

Job summary

A leading financial recruitment agency is seeking a motivated Financial Adviser to join a Financial Planning firm in Guildford. This role involves building new client relationships, managing existing clients, and contributing to the growth of financial planning services. Ideal candidates will hold a minimum of Level 4 qualification and possess excellent communication skills, with a focus on client service. Competitive salary up to £120,000 and full-time employment offered.

Qualifications

• Minimum Level 4 qualified, ideally progressing towards Level 6.
• Current Statement of Professional Standing (SPS).
• Demonstrated success in developing new business.

Responsibilities

• Build and develop new client relationships.
• Maintain up-to-date client files.
• Plan and deliver against the annual Business Plan.
• Collaborate with the director group for growth.
• Lead structured client meetings, ensuring compliance.

Skills

Level 4 qualified (minimum)

Proven ability to develop and manage fee-based client relationships

Strong understanding of financial planning practices

Excellent written and verbal communication skills

Strong client service ethic

Experience working with vulnerable clients (advantageous)

Education

Level 4 qualification

Progressing towards Level 6

Job description

2 days ago Be among the first 25 applicants

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Direct message the job poster from Recruit UK

Recruit UK is working on an excellent opportunity for a Financial Adviser in Guildford to join a Financial Planning firm.

Our client is a leading force in UK wealth management and professional services. With a heritage built on trust, expertise, and client success, they are dedicated to helping individuals and businesses achieve their financial goals.

Within this role you will service existing clients whilst looking to expand your network further. We’re looking too speak with a motivated Financial Planner at director level who is seeking an opportunity in Berkshire. This role is pivotal in driving business forward, strengthening client relationships and supporting the growth of the firms financial planning services across the region.

Duties will include but not limited to:

• Build and develop new client relationships through proactive business development.
• Maintain accurate and up-to-date client files.
• Plan, implement, and deliver against the annual Business Plan.
• Work alongside the director/partner group to drive commercial growth.
• Collaborate with Investment Management (IM) to strengthen client relationships.
• Lead structured client meetings, ensuring accuracy and compliance in advice provided.
• Competitive salary up to £120,000
• Generous holiday allowance + option to purchase additional leave
• Fully funded training towards further professional qualifications

Skills and experience required:

• Level 4 qualified (minimum), ideally progressing towards Level 6.
• Current and up-to-date Statement of Professional Standing (SPS).
• Proven ability to develop and manage fee-based client relationships.
• Strong understanding of financial planning practices and ability to communicate them clearly.
• Excellent written and verbal communication skills.
• Strong client service ethic and ability to prioritise under pressure.
• Experience of working with matrimonial, vulnerable, or personal injury clients (advantageous).
• Demonstrated success in developing new business and managing stakeholder relationships.

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Guildford on a Financial Adviser role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Seniority level

Director

Employment type

Full-time

Job function

Finance