https://jobs.co.uk/job/independent-financial-advisor-capio-recruitment-financial-planning--7d9c2cfa-3240-491a-8c76-065bbd79897f RSS feed for Independent Financial Advisor at Capio Recruitment Financial Planning. en-gb Sat, 23 May 2026 19:13:47 GMT https://jobs.co.uk/job/independent-financial-advisor-capio-recruitment-financial-planning--7d9c2cfa-3240-491a-8c76-065bbd79897f https://jobs.co.uk/job/independent-financial-advisor-capio-recruitment-financial-planning--7d9c2cfa-3240-491a-8c76-065bbd79897f Tue, 12 May 2026 11:52:21 GMT Location: Surrey | Salary: 60000.00-60000.00 Annual | Type: Permanent | 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 s... Permanent