Amber Employment Services Ltd
Financial Adviser
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An excellent opportunity for a experienced Financial Adviser to join a well-established wealth management practice based in Woking.
This role would suit an adviser who enjoys building long-term client relationships and delivering holistic financial advice, while benefiting from the support, structure, and infrastructure of an experienced practice.
Although this is a self-employed opportunity, the practice offers a highly supportive environment, including administration, paraplanning, marketing, operational support, and lead generation assistance. A guaranteed income underpin may also be available while the adviser becomes established, depending on experience and individual circumstances.
The Role
- You will be responsible for managing and developing client relationships, identifying new opportunities within an existing client base, and continuing to grow your own portfolio of clients.
- You will provide tailored advice across areas such as investments, pensions, retirement planning, protection, and intergenerational wealth management, working closely with an experienced support team to ensure a high-quality client experience.
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What’s on Offer
- Self-employed adviser opportunity with strong practice support
- Guaranteed income underpin available, subject to experience and circumstances
- Existing client relationships to develop
- Full administration support
- Dedicated paraplanning support
- Marketing and lead generation assistance
- Operational support and established advice processes
- Ongoing training and development
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About You
The successful candidate will ideally have:
- Proven experience as a Financial Adviser
- Level 4 Diploma qualification or equivalent
- Strong client relationship and business development skills
- Experience providing holistic financial advice
- A proactive, professional, and client-focused approach
- The ability to work locally from the Woking area when required
Previous experience within an SJP Partner Practice or similar wealth management environment would be advantageous, but is not essential.
This is a fantastic opportunity for an experienced adviser who is looking for the autonomy of a self-employed role, while still having the benefit of a supportive, established practice behind them.
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