Financial Advisor in Surrey

Job description

Experienced Financial Advisor

£65,000–£75,000 + Bonus + Commission

Leatherhead (Or London office)

Hybrid, 3 Days in Office

Full Client Bank Provided

Are you a seasoned Independent Financial Advisor ready to take the next step in your career?

We are currently hiring for an independent, boutique firm with a strong reputation for delivering bespoke financial solutions to high net worth (HNW) clients. Their investment arm is growing, and they are looking for a talented advisor to join and take over a prestigious client book.

What You’ll Be Doing:

• Manage and nurture an existing portfolio of HNW clients with over £45 million funds under management
• Work closely with the Investment Manager to deliver tailored investment strategies
• Build long-term relationships with key clients, ensuring exceptional service and trust
• Identify opportunities to grow the client base and contribute to the firm’s expansion

What We’re Looking For:

• Minimum 5 years of relevant experience as a Financial Advisor, ideally with HNW client exposure
• Strong understanding of investment products and financial planning
• Excellent interpersonal and relationship-building skills
• Ambition to grow within a dynamic, client-focused environment

What We Offer:

• Competitive base salary of £65,000–£75,000
• Bonus of up to 10%, with a potential commission structure for direct business development/selling
• Direct access to the investment team and decision-makers
• A supportive, entrepreneurial culture with room to grow
• Hybrid working model – 3 days per week in either Leatherhead or London office

If you're ready to take ownership of a high-value client base and help shape a growing firm, we’d love to hear from you.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

REF: 88326

Extra information

Status

Open

Education Level

Secondary School

Location

Surrey

Type of Contract

Part-time jobs

Published at

04-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English