Financial adviser Work, Jobs in Wormley, Sry (with Salaries)

Independent Financial Adviser
Price Ferguson Limited —Guildford
- Up to £70,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
14d
Financial Planner
The Progeny Group Limited —Chichester
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Protection Adviser
LetsGoCover —Farnborough
- £35,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
Audit Experience Programme - Guildford - October 2026
RSM UK —Guildford
- Full-time
Financial Controller
NEP UK —Crawley
- Full-time
- Microsoft Office
- Travel
- Accounting
Quick apply
3d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
Investment Operations Business Lead
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
GBR Financial Support Adviser
SCU Santander Consumer (UK) plc —Redhill
- £27,500 - £29,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Employee assistance programme
3d
Careers Adviser
Hampshire County Council —Basingstoke
- £33,178 - £36,369 a year
- Hybrid work
- Travel
- Communication skills
- School
- Annual leave
- Employee assistance programme
9d
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
Accounting and Financial Reporting Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Supervising experience
Accounting and Financial Reporting Assistant Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Tax experience
VodafoneThree - Senior Onsite Coordinator - Horsham
Vodafone —Horsham
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
1d
Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Business Development Consultant
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Business development
- Financial services
Senior Accountant - 6 month FTC
Castle Trust Bank —Basingstoke
- Hybrid work
- Microsoft Excel
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Facilities Coordinator
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Communication skills
Employment Adviser
Reed In Partnership —Kingston upon Thames
- £29,500 - £32,500 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
13d
Paralegal - Conveyancing
Mayo Wynne Baxter —Crawley
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
Financial Controller - Mat Cover
Montu UK —Winnersh
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Leadership
1d

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financial adviser jobs near wormley, sry

Independent Financial Adviser

Price Ferguson Limited
Guildford

Quick apply

Job details

Permanent | Full-time
Up to £70,000 a year
14 days ago

Benefits

Free parking
Company pension
Life insurance
On-site parking

Qualifications

Financial planning
Analysis skills
Organisational skills
Financial services
Time management

Full job description

Financial Adviser

Location: Guildford
Hours: Monday to Friday, 9:00am – 5:00pm
Salary: Up to £70,000 Basic Salary

A Financial Planning Role Focused on Advice, Not Sales Targets

An established and highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team in Guildford.

The business has built its reputation on doing the right thing for clients, placing long-term relationships, integrity and quality advice at the heart of everything it does. Unlike many advisory firms, advisers are not driven by aggressive sales targets, but there is an expectation that the adviser has the necessary soft skills to convert leads and nurture new and existing client relationships.

This is an outstanding opportunity for an adviser who enjoys providing holistic financial planning and wants the security of an existing client bank alongside a steady stream of quality new opportunities.

The Opportunity

From day one, you will inherit approximately 30 established clients representing around £10 million of assets under management. This provides an immediate platform to build meaningful relationships and generate ongoing revenue.

Alongside the existing client portfolio, the firm consistently generates an average of 2-3 pre-vetted client introductions per week. These prospective clients have already engaged with the business and are seeking professional financial advice.

Supported by a dedicated administration and paraplanning team, you will have the resources needed to provide an exceptional client experience and concentrate on what you do best – helping clients achieve their financial goals.

Key Responsibilities

Deliver holistic, independent financial planning tailored to individual client needs.
Manage and develop an inherited portfolio of approximately 30 clients with £10 million AUM.
Conduct client meetings and ongoing review appointments.
Build strong long-term relationships with both existing and newly introduced clients.
Gather and analyse client information to understand objectives and financial planning requirements.
Research suitable financial planning solutions and prepare clear recommendations.
Produce accurate and compliant documentation supporting all advice provided.
Deliver agreed service levels in a professional and timely manner.
Maintain Competent Adviser Status and meet all regulatory requirements.
Remain up to date with technical developments, legislation and FCA regulations.
Follow internal compliance, training and competence procedures at all times.
Complete ongoing CPD and continually enhance professional knowledge.

Skills & Experience Required

Level 4 Diploma qualified and holding Competent Adviser Status.
Proven experience as a Financial Adviser, Wealth Manager or Independent Financial Adviser.
Strong understanding of FCA regulations and compliance requirements.
Excellent relationship-building and client management skills.
Ability to explain complex financial concepts in clear, straightforward language.
Strong analytical and report-writing abilities.
Professional, ethical and client-focused approach.
Excellent organisational and time management skills.

What Makes This Opportunity Different?

Up to £70,000 basic salary.
Existing client portfolio from day one.
Approximately £10 million AUM to manage immediately.
Consistent flow of 2-3 pre-qualified client introductions every week.
Full administration and paraplanning support.
No culture of aggressive sales targets.
Established and loyal client base.
Professional, ethical and client-centric environment.
Long-term career opportunity within a growing and successful financial planning business.

This role would suit an adviser who is passionate about delivering outstanding client outcomes and wants to join a business where relationships, professionalism and high-quality advice are valued above sales activity.

Pay: Up to £70,000.00 per year

Benefits:

Company pension
Free parking
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in wormley, sry

Independent Financial Adviser

Financial Planner

Protection Adviser

Audit Experience Programme - Guildford - October 2026

Financial Controller

Administrator/Paraplanner/Trainee Paraplanner

Investment Operations Business Lead

GBR Financial Support Adviser

Careers Adviser

Planning Support Administrator

Accounting and Financial Reporting Manager

Accounting and Financial Reporting Assistant Manager

VodafoneThree - Senior Onsite Coordinator - Horsham

Partner Financial Planning

Business Development Consultant

Senior Accountant - 6 month FTC

Facilities Coordinator

Employment Adviser

Paralegal - Conveyancing

Financial Controller - Mat Cover

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