Independent Financial Advisor

About the FirmA well-regarded, genuinely independent wealth management firm serving a high-net-worth client base in an affluent Surrey market. Despite being a small team, it punches above its weight and continues to grow through strong client demand rather than aggressive sales culture. The environment is close-knit, low-turnover and built around integrity and doing things properly.Role SummaryThis is an opportunity for a polished Financial Planner to take on a high-quality existing client bank in a supportive, well-resourced team with in-house paraplanning and admin. With no targets and strong cultural alignment at the heart of the hire, the role offers scope to develop long-term, deepen client relationships and be rewarded for any new introductions you choose to make.Key ResponsibilitiesProvide holistic financial planning advice to an established portfolio of high-net-worth clients, allowing you to focus on quality outcomes rather than chasing targetsTake ownership of servicing part of the MD''s client bank, giving you immediate exposure to meaningful relationships and responsibility from day oneWork closely with in-house paraplanning and administration support, enabling you to spend more time advising clients and less time on paperworkCollaborate with a small team of experienced planners in a low-turnover environment, benefiting from stability, shared standards and strong peer supportIntroduce new clients where appropriate and be rewarded for referrals you generate, ..... full job details .....