Financial Advisor

Financial Adviser Location: Farnham, Surrey Salary: Competitive, depending on experience Contract: Full-time, Permanent Working Pattern: Office-based / hybrid considered Sector: Wealth Management / Financial Planning The Opportunity An excellent opportunity has arisen for an experienced Financial Adviser to join an established wealth management practice in Farnham, Surrey. This is a particularly exciting opportunity for an Adviser looking to take on an established client bank from a retiring Adviser, providing the successful candidate with an immediate portfolio of long-standing clients and the opportunity to build strong, trusted relationships for the future. You will take responsibility for managing and developing an existing client portfolio, providing high-quality financial advice and ensuring clients receive a consistently excellent service throughout their financial journey. The role would suit an experienced Adviser who enjoys building long-term relationships and is looking for the opportunity to inherit an established book rather than having to build a client base from scratch. Key Responsibilities Take responsibility for an established portfolio of clients inherited from a retiring Adviser. Build and maintain strong, long-term relationships with existing clients. Conduct regular client review meetings and provide appropriate financial advice based on individual circumstances and objectives. Develop a thorough understanding of each client''s financial position, ..... full job details .....