Senior Financial Adviser - Employed with Client Bank

Solid Recruitment; Godalming; On-site; GBP 117,000 - 143,000; Full time

Benefits offered by this job

Employed role

Client bank provided

Admin & paraplanning support

Benefits package

Job summary

Solid Recruitment in Godalming is seeking a Financial Adviser to join an established firm with full administration and paraplanning support. You will take on a well-established client bank and focus on providing expert financial advice with a compliant, client-centric approach.

The role offers a full employed package, a competitive base salary up to £85k depending on experience, and an excellent benefits package including a strong OTE potential.

Qualifications

• Diploma Level 4 (minimum) qualified Financial Adviser.
• CAS (Competent Adviser Status) is a valued qualification for this role.
• Proven track record within financial planning and wealth management.
• Excellent communication and client relationship skills.
• Results-driven approach with high professional standards.

Responsibilities

• Provide expert financial advice.
• Build strong relationships & deliver excellent client outcomes.
• Develop new business opportunities from existing client bank.
• Work closely with admin & paraplanning teams for seamless delivery.
• Maintain compliance with FCA standards.

Skills

Excellent communication

Client relationship management

Education

Diploma Level 4 (minimum) qualified Financial Adviser

Competent Adviser Status (CAS)

Job description

Solid Recruitment in Godalming is seeking a Financial Adviser to join an established firm with full administration and paraplanning support. You will take on a well-established client bank and focus on providing expert financial advice with a compliant, client-centric approach.

The role offers a full employed package, a competitive base salary up to £85k depending on experience, and an excellent benefits package including a strong OTE potential.