Holistic Financial Planner – Client-Focused Adviser

Price Ferguson; Guildford; In loco; GBP 48.000 - 80.000; Tempo pieno

Descrizione del lavoro

Price Ferguson in Guildford is seeking an experienced Financial Adviser to join its growing team. The role focuses on holistic financial planning and client relationships, not aggressive sales targets.

You will manage an inherited portfolio of around 50 clients, conduct meetings and reviews, and deliver clear, compliant recommendations. Level 4 Diploma and Competent Adviser Status are required.

Competenze

• Must have Level 4 Diploma and Competent Adviser Status.

Mansioni

• Deliver holistic, independent financial planning tailored to client needs.
• Manage and develop an inherited portfolio of ~50 clients.
• Conduct client meetings and ongoing review appointments.
• Build long-term relationships with existing and new clients.
• Gather and analyse client information to understand objectives.

Conoscenze

Financial adviser experience

FCA compliance

Client relationship mgmt

Explain financial concepts

Analytical reporting

Professional approach

Formazione

Level 4 Diploma

Descrizione del lavoro

Price Ferguson in Guildford is seeking an experienced Financial Adviser to join its growing team. The role focuses on holistic financial planning and client relationships, not aggressive sales targets.

You will manage an inherited portfolio of around 50 clients, conduct meetings and reviews, and deliver clear, compliant recommendations. Level 4 Diploma and Competent Adviser Status are required.