Independent Financial Adviser: Immediate Client Portfolio

Price Ferguson Ltd; Guildford; On-site; GBP 65,000 - 100,000; Full time

Job summary

Price Ferguson Ltd invites an experienced Financial Adviser to join its Guildford team. You will inherit approximately 50 established clients from existing advisers and work with ongoing introductions generated by marketing efforts.

You will deliver holistic financial planning, manage relationships, and provide high-quality independent advice with robust administration support. Expect a collaborative, compliant environment with no aggressive sales targets and an opportunity to grow a long-term

Qualifications

• Must hold Level 4 Diploma and Competent Adviser Status.
• Experience as Financial Adviser or Wealth Manager preferred.
• Strong FCA regulatory knowledge and compliance mindset.

Responsibilities

• Deliver holistic, independent financial planning tailored to client needs.
• Manage and develop an inherited portfolio of ~50 clients with significant AUM.
• Conduct client meetings and ongoing reviews.
• Build long-term relationships with existing and new clients.
• Gather and analyse client information to understand objectives.
• Research suitable financial planning solutions and prepare recommendations.
• Produce compliant documentation supporting all advice.
• Deliver service levels professionally and timely.
• Maintain Competent Adviser Status and regulatory requirements.
• Stay up-to-date with technical developments and FCA rules.

Skills

Relationship management

Client consultation

Regulatory knowledge

Communication

Analytical skills

Report writing

Education

Level 4 Diploma

Job description

Price Ferguson Ltd invites an experienced Financial Adviser to join its Guildford team. You will inherit approximately 50 established clients from existing advisers and work with ongoing introductions generated by marketing efforts.

You will deliver holistic financial planning, manage relationships, and provide high-quality independent advice with robust administration support. Expect a collaborative, compliant environment with no aggressive sales targets and an opportunity to grow a long-term