Guildford Financial Adviser – Up to £80k + Bonus

Anthony Alexandra; Guildford; Sur place; GBP 72 000 - 88 000; Plein temps

Avantages offerts par ce poste

Bonus structure

Group life assurance

Company pension

Résumé du poste

Anthony Alexandra in Guildford, a respected financial services firm, is seeking an experienced Financial Adviser to join its office-based team. This is a full-time role with a salary up to £80,000, plus a bonus, group life assurance and a company pension.

You will take responsibility for an established client portfolio, receive 2–3 qualified introductions weekly, and work with supportive admin and paraplanning teams to prepare and manage client work.

Qualifications

• Level 4 Diploma in Financial Advice or equivalent.
• Current CAS status.
• Experience in a Financial Adviser, Independent Financial Adviser (IFA) or Wealth Management role.
• Solid understanding of FCA regulations and regulatory compliance.
• Excellent interpersonal and communication skills with ability to develop trusted client relationships.

Responsabilités

• Build and maintain lasting relationships with clients, providing tailored financial advice.
• Take ownership of an established client portfolio and perform regular reviews.
• Assess and recommend appropriate financial planning strategies and products.
• Prepare accurate, compliant suitability reports and document advice.
• Maintain CAS and ensure ongoing FCA compliance.

Connaissances

Interpersonal communication

Regulatory compliance

Financial planning

Analytical skills

Formation

Level 4 Diploma in Financial Advice

CAS - Competent Adviser Status

Description du poste

Anthony Alexandra in Guildford, a respected financial services firm, is seeking an experienced Financial Adviser to join its office-based team. This is a full-time role with a salary up to £80,000, plus a bonus, group life assurance and a company pension.

You will take responsibility for an established client portfolio, receive 2–3 qualified introductions weekly, and work with supportive admin and paraplanning teams to prepare and manage client work.