Independent Financial Adviser — Holistic Planning

Artemis Clarke Ltd; Guildford; On-site; GBP 63,000 - 77,000; Full time

Job summary

Artemis Clarke Ltd. in Guildford seeks an experienced Financial Adviser to join its established team. You will inherit ~30 clients (~£10m AUM) and build long-term relationships while leveraging ongoing pre-qualified leads for new business.

The role focuses on holistic financial planning with dedicated admin and paraplanning support, no aggressive sales targets, and a strong compliance culture.

Qualifications

• Requires Level 4 Diploma and Competent Adviser Status with FCA compliance.
• Proven experience as Financial Adviser or Wealth Manager.
• Strong relationship-building and client-management skills.

Responsibilities

• Deliver holistic financial planning tailored to client needs.
• Manage and grow inherited portfolio (~30 clients, ~£10m AUM).
• Conduct client meetings and reviews; prepare compliant documentation.

Skills

Relationship-building

Client management

Regulatory knowledge

Explain complex concepts

Time management

Communication

Education

Level 4 Diploma

Competent Adviser Status

Job description

Artemis Clarke Ltd. in Guildford seeks an experienced Financial Adviser to join its established team. You will inherit ~30 clients (~£10m AUM) and build long-term relationships while leveraging ongoing pre-qualified leads for new business.

The role focuses on holistic financial planning with dedicated admin and paraplanning support, no aggressive sales targets, and a strong compliance culture.