IFA - Leads Provided - Surrey

  • Location:

    Surrey, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Graham Duvergier

  • Contact email:


  • Job ref:


  • Published:

    12 days ago

  • Expiry date:


  • Start date:

    09/01/2020 09:20:56

Financial Adviser, Surrey, 70k basic plus bonus

Are you a Financial Advisor based in Guildford looking for a fresh challenge in 2020? This role will enable you to become a key player in a collaborative and ambitious national Wealth Manager based in Guildford. This is an employed role and an opportunity to inherit an existing client bank that is generating in excess of 250k of fees on an annual basis

In this busy financial services role, you'll be developing and implementing financial plans to illustrate to clients where they are today, to plan where they want to go tomorrow, and to provide the financial tools and support to help them get there. It's a hugely collaborative role and one built on trust, respect and transparency.

This will be a home based position offering full administration and paraplanning support with the option to work out of an office if required.

The Financial Advisor role comes with an excellent full-time salary of between £55k and £65k with a car allowance and fantastic bonus opportunity.

The skills required to succeed in this financial planning role include:

Relevant skills and experience in financial services, including a good knowledge of the regulated advice process

A track record of success in and IFA role with at least 3-5 years experience in this position

Full CAS status qualified to a minimum of level 4

If this flexible working Financial Advisor full-time job in Guildford sounds like a good fit for you based on your skills, experience and ambitions, please apply below or reach out to Graham today for a confidential conversation on 07968 745443.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.