https://jobs.co.uk/job/financial-advisor-to-take-over-an-established-client-portfolio-reed--d7928450-bb17-41aa-a364-cdbd06eed255 RSS feed for Financial Advisor to take over an established client portfolio at Reed. en-gb Thu, 01 Oct 2026 23:08:14 GMT https://jobs.co.uk/job/financial-advisor-to-take-over-an-established-client-portfolio-reed--d7928450-bb17-41aa-a364-cdbd06eed255 https://jobs.co.uk/job/financial-advisor-to-take-over-an-established-client-portfolio-reed--d7928450-bb17-41aa-a364-cdbd06eed255 Thu, 01 Oct 2026 11:52:56 GMT Location: Guildford | Salary: 60000.00-60000.00 Annual | Type: Permanent | 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 busine... Permanent