About the Firm

A 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 Summary

This 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 Responsibilities

• Provide holistic financial planning advice to an established portfolio of high-net-worth clients, allowing you to focus on quality outcomes rather than chasing targets
• Take ownership of servicing part of the MD’s client bank, giving you immediate exposure to meaningful relationships and responsibility from day one
• Work closely with in-house paraplanning and administration support, enabling you to spend more time advising clients and less time on paperwork
• Collaborate with a small team of experienced planners in a low-turnover environment, benefiting from stability, shared standards and strong peer support
• Introduce new clients where appropriate and be rewarded for referrals you generate, without pressure or mandatory business development activity

Requirements

• Diploma-level qualified (or working towards) with the credibility to advise high-net-worth clients in a professional setting
• Currently operating as a Financial Planner/IFA and able to hit the ground running in a client-facing advice role
• Strong communication style - polished, articulate and able to build trust with affluent professional clients
• High integrity and values-led approach aligned with genuine independence (not tied or sales-driven)
• Able to work from the office ideally around three days per week (with flexibility for those commuting from further afield)

Job Synonyms

Related Job Titles: Independent Financial Adviser (IFA), Financial Planner, Wealth Adviser, Private Client Adviser, Wealth Management Consultant