Financial Adviser, Surrey. £70,000 – £80,000 + 20% Bonus + Benefits

We are working with a well-established, directly authorised investment management firm with a thriving financial planning division, seeking an experienced Financial Adviser to join their growing team.

This is a genuinely rare opportunity for an adviser who wants to focus entirely on delivering outstanding client outcomes without the pressure of targets, KPIs or business development.

The Role

• This is a client-facing advisory position within a collaborative, team-based environment where advisers collectively look after the full client bank rather than managing individual portfolios.
• Clients are mid-to-high net worth individuals across a broad range of advice needs, and a steady flow of warm leads and referrals comes directly from the investment managers and existing client relationships.
• You will work alongside a dedicated paraplanner and administrative support to deliver financial planning advice, converting referred leads and maintaining strong ongoing relationships with existing clients.
• The culture is firmly one of shared ownership and team success.
• There are no individual targets. Performance is measured by the quality of advice delivered and the outcomes achieved for clients.

About You

• You must be an experienced Financial Adviser with a background in a similar client-focused, relationship-driven environment. Chartered status a distinct advantage.
• Someone who excels at nurturing relationships, converting warm introductions and delivering consistently excellent service.
• You will thrive in a values-led, people-focused culture where collaboration, integrity and doing right by the client are at the heart of everything.

For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.