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Permanent

Financial Adviser - Equity Opportunity, Guildford, Surrey, £70,000 Basic Salary + Bonus

Financial Divisions
Guildford
money-bag £65000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127754726

£70,000 Basic Salary + Bonus + Share Options + BenefitsInherited Client Bank £10m AUM from Day One Equity Stake OpportunityAn exceptional opportunity has arisen for an experienced Financial Adviser to join a highly respected independent financial planning firm in Guildford.This established and growing business has built its reputation through delivering outstanding financial planning advice, maintaining long-term client relationships and placing client outcomes at the centre of every decision. Unlike many advisory firms, success is not measured by aggressive sales targets or unrealistic growth expectations. Instead, advisers are given the support, resources and autonomy required to focus on delivering exceptional advice and building trusted relationships.What makes this opportunity particularly unique is the opportunity to become a shareholder in the business following a successful probationary period, giving you the chance to directly benefit from the future growth and success of the firm.The OpportunityFrom your first day, you will inherit an established portfolio of approximately 30 clients representing around £10 million of assets under management. This provides an immediate recurring income stream and the opportunity to build upon existing trusted relationships.Alongside the inherited client bank, the business consistently generates an average of 2-3 high-quality client introductions per week. These clients have already engaged with the firm and are actively seeking ..... full job details .....

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