Financial Advisor to take over an established client portfolio

Financial Adviser

West Surrey £60,000 - £80,000 Basic Salary + Bonus + Benefits

Are you an experienced Financial Adviser looking to take over an established client portfolio and accelerate your earnings from day one?

Our client is a highly respected wealth management firm with an outstanding reputation for delivering tailored financial planning advice to private clients across the region. Due to continued growth and succession planning, they are seeking an ambitious and client-focused Financial Adviser to join their successful West Surrey office.

This is a rare opportunity to inherit an established and loyal client bank, providing immediate opportunities to build relationships, deliver holistic financial advice, and grow recurring income streams within a supportive and well-resourced environment.

The Opportunity

• Take responsibility for an existing portfolio of established clients from day one

• Provide holistic financial planning and wealth management advice

• Conduct client reviews and identify opportunities to enhance financial outcomes

• Work closely with paraplanners and administration teams, allowing you to focus on client relationships and advice delivery

• Develop additional business through referrals and professional introducers

• Benefit from strong internal support, lead generation and ongoing investment in your success What We're Looking For

• Previous experience as a Financial Adviser / Financial Planner

• Level 4 Diploma qualified (minimum)

• Proven ability to build and maintain long-term client relationships

• Strong knowledge of pensions, investments, protection and retirement planning

• Professional, consultative and client-centric approach

• Excellent communication and relationship management skills What's On Offer?

Basic salary of £60,000 - £80,000 depending on experience

Established client portfolio provided

Excellent bonus and earning potential

Dedicated paraplanning and administrative support

Strong brand and reputation within the market

Career progression opportunities

Supportive and collaborative culture

This is an outstanding opportunity for a motivated Financial Adviser seeking a ready-made client base, long-term career development, and the chance to join a business that genuinely values both its clients and its people.