Senior Financial Adviser — Inherit an Established Client Portfolio

Artemis Recruitment Consultants Ltd

Farnham

Hybrid

GBP 65,000 - 100,000

Full time

3 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Adviser to join a well-established wealth management practice in Farnham, Surrey. You will inherit an established client portfolio from a retiring Adviser and nurture lasting client relationships while delivering high-quality financial advice.

This role offers a clear path to grow within a reputable practice, with support from Paraplanners and Client Services, a strong platform, and a focus on relationship management over

Qualifications

Level 4 Diploma in Regulated Financial Planning or equivalent is essential.
Current SPS (Statement of Professional Standing).
Experience operating within a regulated financial advice environment.
Commitment to ongoing professional development and CPD.

Responsibilities

Take responsibility for an established portfolio of clients inherited from a retiring Adviser.
Build and maintain strong, long-term relationships with existing clients.
Provide holistic financial planning and wealth management advice.
Conduct regular client reviews and present suitable recommendations.
Work closely with Paraplanners and Client Services to ensure an efficient and high-quality advice process.

Skills

Financial Adviser

Client relationships

Holistic planning

Investments

Pensions

Regulatory knowledge

Education

Level 4 Diploma

SPS

CII qualifications

Job description

This role offers a clear path to grow within a reputable practice, with support from Paraplanners and Client Services, a strong platform, and a focus on relationship management over

Get your free, confidential resume review.

or drag and drop your file here.