Current jobs related to Financial Adviser - Guildford Surrey - BWD Search & Selection
-
Senior Financial Adviser
1 month ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.About the Role:Manage a portfolio of high net worth clients with...
-
Senior Financial Adviser
1 month ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.About the Role:Manage a portfolio of high net worth clients with...
-
Financial Planner
4 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)A key client of Financial Divisions is seeking a Senior Financial Adviser (ideally Chartered) to manage an existing book of business from a retiring...
-
Financial Planner
4 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)A key client of Financial Divisions is seeking a Senior Financial Adviser (ideally Chartered) to manage an existing book of business from a retiring...
-
Senior Financial Planner
1 month ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)A key client of Financial Divisions is seeking a Senior Financial Adviser (ideally Chartered) to manage an existing book of business from a retiring...
-
Senior Financial Planner
1 month ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)A key client of Financial Divisions is seeking a Senior Financial Adviser (ideally Chartered) to manage an existing book of business from a retiring...
-
Senior Financial Planner
2 months ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeEstablished Financial Services Firm Seeks Experienced AdviserAbout the Role:We are a reputable financial services company, Financial Divisions, seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser,...
-
Senior Financial Planner
2 months ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeEstablished Financial Services Firm Seeks Experienced AdviserAbout the Role:We are a reputable financial services company, Financial Divisions, seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser,...
-
Financial Planner
4 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeJob OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions.The ideal candidate will have a strong background in financial planning and a proven track record of success in managing client relationships and generating revenue.Key Responsibilities:Manage an existing book of business generating...
-
Financial Planner
4 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeJob OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions.The ideal candidate will have a strong background in financial planning and a proven track record of success in managing client relationships and generating revenue.Key Responsibilities:Manage an existing book of business generating...
-
Financial Adviser Team Leader
4 weeks ago
Guildford, United Kingdom mbf Full timeWe are currently recruiting on behalf of one of the UK’s largest and most successful financial planning organisations for a Financial Adviser Team Leader. This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.Role Overview:As the Financial Adviser Team...
-
Financial Adviser Team Leader
3 weeks ago
Guildford, United Kingdom mbf Full timeWe are currently recruiting on behalf of one of the UK’s largest and most successful financial planning organisations for a Financial Adviser Team Leader. This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.Role Overview:As the Financial Adviser Team...
-
Financial Reporting Senior Business Adviser
5 months ago
Guildford, United Kingdom Howett Thorpe Full time£45,000 - £55,000 - Surrey, Guildford - Posted 17 hours ago Permanent HT15144 Salary : £45,000 - £55,000 We are seeking an ambitious and highly motivated Qualified Practice Accountant who is looking for a big step up in their career. Our client, a Top-10 firm, is recruiting for their Accounts Team, offering unparalleled career progression,...
-
Senior Financial Director
1 week ago
Guildford, Surrey, United Kingdom Zest 4 Talent Full timeZest4Talent are recruiting for a Finance Director for a charity based in Guildford Surrey. Reporting to the board of Trustees and senior management team, you will also lead a small Finance team as well as support the Chief Executive in planning strategy and ensure continued national and international success. A salary of c£80-90k per annum is on offer...
-
Charity Financial Manager
1 month ago
Guildford, Surrey, United Kingdom Business & Human Rights Resource Centre Full timeAbout Oakleaf EnterpriseOakleaf Enterprise is a leading charity in Surrey, dedicated to supporting individuals with mental health challenges. With over 25 years of experience, we provide a range of training, employment support, and wellbeing activities across Guildford, Waverley, Surrey Heath, and surrounding areas.Job DescriptionWe are seeking a highly...
-
Charity Financial Manager
1 month ago
Guildford, Surrey, United Kingdom Business & Human Rights Resource Centre Full timeAbout Oakleaf EnterpriseOakleaf Enterprise is a leading charity in Surrey, dedicated to supporting individuals with mental health challenges. With over 25 years of experience, we provide a range of training, employment support, and wellbeing activities across Guildford, Waverley, Surrey Heath, and surrounding areas.Job DescriptionWe are seeking a highly...
-
Financial Administrator
4 weeks ago
Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeOur client is looking for a Financial Administrator to join their team based in the Surrey area. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication.Record your client communications (whether that communication is written, oral or electronic) including client related communications with third...
-
Financial Reporting Business Adviser
4 months ago
Guildford, United Kingdom BDO Full time**Ideas | People | Trust** We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead...
-
Financial Administrator
3 weeks ago
Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Surrey area.Key Responsibilities:Provide exceptional customer service by effectively communicating with clients and other parties.Record and maintain accurate client communications, including written, oral, and...
-
Financial Administrator
3 weeks ago
Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Surrey area.Key Responsibilities:Provide exceptional customer service by effectively communicating with clients and other parties.Record and maintain accurate client communications, including written, oral, and...
Financial Adviser
2 months ago
Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity. This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.
Location: Guildford, Basingstoke, Woking, Worthing. Working one day max on the road, the rest remote based.
Key Responsibilities:
- Develop and manage client relationships within the education sector.
- Offer tailored financial advice and solutions to meet clients' needs.
- Build new business and enhance existing relationships.
- Work with an existing client bank to drive growth and client satisfaction.
- Collaborate with a dedicated relationship team to qualify leads and arrange appointments.
- Stay up-to-date with industry developments and changes.
Qualifications and Skills:
- QCF Level 4 qualification in Financial Advice or equivalent.
- Proven ability to build lasting client relationships and manage workloads independently.
- Driven individuals who want to succeed
- Perfect for Mortgage adviser, trainee IFA, Paraplanning background
- Experience in managing your own business growth and making commercial decisions.
What We Offer:
- Competitive starting salary with OTE £79,000.
- Car allowance of £6,050 per year.
- Generous pension scheme (company matched plus 2% up to 10%).
- Life assurance (four times your base salary).
- 28 days holiday + bank holidays, increasing to 30 days after 5 years.
- Option to buy or sell holiday days.
- Ongoing training and support, including professional qualifications.
- Flexible benefits, including travel loans, cycle-to-work schemes, and medical cover.
- Discounts on major brands and access to employee assistance programs.
- Two volunteering days per year.
- Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).
Apply now to be considered
