Independent Financial Adviser

Guildford

£60,000–£80,000 DOE + Business Related Performance Bonus

Are you an experienced Financial Adviser looking for an established client portfolio, regular qualified introductions and the support to focus on delivering quality advice?

An established and highly respected, employee-owned Independent Financial Planning firm is seeking an experienced Financial Adviser to join its growing team in Guildford.

The business places long-term relationships, integrity and holistic financial advice at the heart of its approach. This is an excellent opportunity for an adviser seeking a stable, long-term position within a collaborative firm that prioritises client outcomes.

Position Overview:

You will gradually inherit approximately 50 established clients, providing a strong foundation for building relationships and ongoing revenue.

Alongside this portfolio, you will benefit from an average of 2–3 pre-vetted client introductions per week. These prospective clients have already engaged with the business and are actively seeking professional financial advice.

With dedicated administration and paraplanning support, you will have the resources to deliver a high standard of service while developing relationships with existing and newly introduced clients.

This is a fully office-based position in Guildford, working Monday to Friday, 9:00am–5:00pm. The firm values regular collaboration, shared expertise and personal interaction with clients and colleagues.

• Key Responsibilities:Deliver holistic, independent financial planning tailored to each client’s circumstances and goals.
• Manage and develop an inherited portfolio of approximately 50 clients.
• Conduct initial meetings, financial planning discussions and ongoing reviews.
• Build lasting relationships and convert pre-vetted introductions into clients.
• Analyse client information, research suitable solutions and prepare clear recommendations.
• Produce accurate, compliant advice documentation and deliver agreed service standards.
• Maintain Competent Adviser Status, complete ongoing CPD and follow regulatory and internal compliance requirements.
• Package and Benefits:£60,000–£80,000 basic salary, dependent on experience.
• Company-performance bonus scheme.
• An inherited portfolio of approximately 50 established clients.
• An average of 2–3 pre-vetted client introductions per week.
• Full administration and paraplanning support.
• A collaborative environment without a culture of aggressive sales targets.
• A long-term career opportunity within a growing, employee-owned business.
• Why Join Them?Existing Client Bank: Develop established relationships while gradually taking responsibility for your own portfolio.
• Regular Introductions: Benefit from prospective clients who have already expressed an interest in receiving financial advice.
• Dedicated Support: Work with administration and paraplanning colleagues to deliver an efficient, professional client experience.
• Ethical Advice Culture: Join a firm where integrity, suitable recommendations and long-term client outcomes guide the approach.
• Collaborative Working: Share knowledge with experienced colleagues in a supportive office environment.
• Long-Term Opportunity: Become part of an employee-owned firm with a track record of developing its people and ambitions for continued growth.
• What Are They Looking For?A Level 4 Diploma qualification and Competent Adviser Status.
• Proven experience as a Financial Adviser, Independent Financial Adviser or Wealth Manager.
• Broad financial planning knowledge and a strong understanding of FCA regulations and compliance.
• Excellent relationship-building skills and the ability to explain complex concepts clearly.
• Strong analytical, report-writing, organisational and time management skills.
• A professional, ethical and client-focused approach.
• Commitment to a long-term role and working in the Guildford office five days per week.

Experience in inheritance tax planning, Business Relief and AIM investment solutions would be particularly valuable, although it is not essential.

What Next?

Apply today to discuss this opportunity with Josh Florence at RGH Global.

One of our specialist consultants will discuss your experience, motivations and career goals, explain the opportunity in detail and confirm your interest before submitting your CV to the client.

Keywords: Independent Financial Adviser, IFA, Financial Advisor, Financial Planner, Wealth Manager, Financial Consultant, Pensions, Investments, Inheritance Tax, IHT, Business Relief, CAS, DipPFS, DipFA, Guildford, Surrey.