Senior Financial Planner

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

Role: Financial Adviser – Employed

Location: Godalming

Position: Full time, Permanent

Salary: £85k d.o.e. OTE £130k + Benefits

Solid Recruitment are seeking a Financial Adviser to join a forward-thinking firm offering full administration and paraplanning support, taking on a well-established existing client bank – so you can focus on what you do best: advising.

Why Apply for the Financial Adviser role?

• Salary up to £85k d.o.e.
• Excellent benefits package
• Employed role
• Existing high quality client bank provided
• Full administration & paraplanning support

The Role of the Financial Adviser

• 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

What You’ll Bring

• Diploma Level 4 (minimum) qualified Financial Adviser
• Competent Adviser Status (CAS)
• Proven track record within financial planning and wealth management
• Excellent communication & client relationship skills
• Results-driven approach with high professional standards

Ready for the Next Step?

Take your career further with full support, supplied clients, and a secure employed package.