Financial Adviser

3 days ago

Guildford, Surrey, United Kingdom Recruit UK Full time £80,000 - £120,000 per year

Job Title:
Financial Adviser (Director)

Industry:
Financial Services

Location:
Guildford

Salary:
£120,000

Job Reference:
9972

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser in Guildford to join a Financial Planning firm.

Our client is a leading force in UK wealth management and professional services. With a heritage built on trust, expertise, and client success, they are dedicated to helping individuals and businesses achieve their financial goals.

Within this role you will service existing clients whilst looking to expand your network further. We're looking too speak with a motivated Financial Planner at director level who is seeking an opportunity in Berkshire. This role is pivotal in driving business forward, strengthening client relationships and supporting the growth of the firms financial planning services across the region.

Duties will include but not limited to:

  • Build and develop new client relationships through proactive business development.
  • Maintain accurate and up-to-date client files.
  • Plan, implement, and deliver against the annual Business Plan.
  • Work alongside the director/partner group to drive commercial growth.
  • Collaborate with Investment Management (IM) to strengthen client relationships.
  • Lead structured client meetings, ensuring accuracy and compliance in advice provided.

Benefits:

  • Competitive salary up to £120,000
  • PMI/ Life assurance/ Pension
  • Hybrid working model
  • Generous holiday allowance + option to purchase additional leave
  • Fully funded training towards further professional qualifications

Skills and experience required:

  • Level 4 qualified (minimum), ideally progressing towards Level 6.
  • Current and up-to-date Statement of Professional Standing (SPS).
  • Proven ability to develop and manage fee-based client relationships.
  • Strong understanding of financial planning practices and ability to communicate them clearly.
  • Excellent written and verbal communication skills.
  • Strong client service ethic and ability to prioritise under pressure.
  • Experience of working with matrimonial, vulnerable, or personal injury clients (advantageous).
  • Demonstrated success in developing new business and managing stakeholder relationships.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Guildford on a Financial Adviser role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

  • HNW Mortgage Adviser

    1 week ago

    Guildford, Surrey, United Kingdom Pure Resourcing Full time £40,000 per year

    Job DescriptionHNW Mortgage Adviser – (Guildford, Horsham & Haywards Heath) Location: Guildford, Horsham & Haywards HeathSalary: Up to £40k (including car allowance) + Uncapped Commission (No threshold) Are you a driven and professional Mortgage Adviser with a proven track record of working with high-net-worth clients? This is your chance to join a...

  • Investment Administrator

    7 days ago

    Guildford, Surrey, United Kingdom Financial Divisions Full time £35,000 - £40,000 per year

    Senior Investment AdministratorUp to £40k basic salary plus benefitsBoutique IFA Chartered IFA firmMy client are a wealth management business based near Guildford who provide financial advice to high net worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 5 staff into the business and have seen...

  • Chief Accountant

    2 weeks ago

    Guildford, Surrey, United Kingdom 4b694051-c3ba-4697-9d15-c5c5d17da5d1 Full time £68,000 - £77,000 per year

    Chief Accountant – Guildford Borough CouncilSalary: £68,000 - £77,000Hybrid workingGuildford Borough Council is entering one of the most significant periods of change in its history — and we are looking for a highly skilledChief Accountantto help shape that future.Over the next two years, we will move into a shared finance service with Waverley Borough...

  • Senior Associate-Employment, Pensions

    1 week ago

    Guildford, Surrey, United Kingdom Talent Network Partners Full time £78,000 - £100,000 per year

    Job Description Senior Associate - Employment, Pensions & ImmigrationLocation: Guildford (hybrid role office based 2-3 days per week)Practice Area: EmploymentSalary: c£78.5K plus profit share, bonuses and extensive benefits packageKey RequirementsWe are seeking an experienced and commercially minded Senior Employment Associate with a strong background in...

  • Senior Associate Director, Land Management

    21 hours ago

    Guildford, Surrey, United Kingdom Strutt & Parker Full time

    The roleAn outstanding opportunity has arisen to become a key member of the Rural Land Management and Consultancy team in GuildfordThe team undertake the management of Rural Estates and offer a range of professional rural advice, their technical excellence ensures an impressive client base and they advise on some of the most prestigious clients in the area....

  • Commercial Finance Business Partner

    1 day ago

    Guildford, Surrey, United Kingdom Investigo Full time

    Commercial Finance Business PartnerBacked by Private Equity. Built for Impact.Ready to step into a role where your insight actuallymoves the needle?We're looking for a Commercial Finance Business Partner who's hungry for influence, impact, and serious career acceleration. Backed by a major private equity investor, the business is scaling fast — and this...

  • Project Accountant

    3 days ago

    Guildford, Surrey, United Kingdom Venture Recruitment Partners Full time £60,000 - £70,000 per year

    Venture Recruitment Partners are working with an exciting Business Services company in their search for a Finance Transformation Lead for an initial 12 month FTC.This person will be working with the transformation team, as well as the wider finance team in general to modernise and standardise financial processes across month-end close, audit readiness,...

  • Planning Lawyer

    7 days ago

    Guildford, Surrey, United Kingdom National Highways Full time £54,000 - £64,120 per year

    Planning LawyerBirmingham, Guildford or Bristol (40% office based) – with travel£54,180 - £64,120Closing Date: About the job.Join National Highways as a Lawyer and make a real impactYou'll provide clear, pragmatic legal advice across planning, highways, and environmental law, helping shape decisions that keep our roads safe and efficient. Working...

  • GTM Strategy Consultant

    1 week ago

    Guildford, Surrey, United Kingdom Digital Clarity Full time

    Company DescriptionWe're not your typical consultancy. Having grown from one of Google's first search agencies to building and selling a leading MarTech solution used by top agencies, today we're strategic growth and go to market (GTM) advisers. We are seasoned professionals solving problems for ambitious tech companies who want to drive scalable growth.Our...

  • Legal Director

    1 week ago

    Guildford, Surrey, United Kingdom Clyde & Co Full time £90,000 - £120,000 per year

    Job Title:Legal DirectorLocation:LondonDepartment:Real Estate FinanceThe TeamOur Real Estate Finance practice supports a diverse and high-profile client base, including:Landowners and private individualsInternational property developersProperty investment companies and fundsMajor financial institutions, challenger banks, mezzanine lenders and building...