Financial Adviser

A Financial Planning Role Focused on Advice, Not Sales Targets An established and highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team in Guildford. The business has built its reputation on doing the right thing for clients, placing long-term relationships, integrity and quality advice at the heart of everything it does. Unlike many advisory firms, advisers are not driven by aggressive sales targets, but there is an expectation that the adviser has the necessary soft skills to convert leads and nurture new and existing client relationships. This is an outstanding opportunity for an adviser who enjoys providing holistic financial planning and wants the security of an existing client bank alongside a steady stream of quality new opportunities. The Opportunity From day one, you will inherit approximately 50 established clients from our existing advisers. This provides an immediate platform to build meaningful relationships and generate ongoing revenue. Alongside the existing client portfolio, the firm consistently generates an average of 2-3 client introductions per week through marketing and lead generation. These prospective clients have already engaged with the business and are seeking professional financial advice. Supported by a dedicated administration and paraplanning team, you will have the resources needed to provide an exceptional client experience and concentrate on what you do best, helping clients ..... full job details .....