SURREY HILLS WEALTH MANAGEMENT LTD
Independent Financial Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
We have an exciting opportunity for a qualified Independent Financial Adviser to join a well-established financial planning firm in Guildford.
This role offers the chance to work with a steady stream of provided leads, delivering tailored financial advice while building long-term client relationships in a supportive and professional environment.
Independent Financial Adviser Camberley, GU15
£40,000 - £75,000 per year
Full Time, Permanent
Office based with some WFH opportunities
Please note: You must be authorised to work in the UK
Our client is an independent financial planning firm based in Guildford, Surrey, providing bespoke advice on pensions, investments and life insurance.
They are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base. ALL client leads provided. This role involves assessing clients’ financial needs, developing tailored strategies, and supporting them in achieving their financial goals.
The successful candidate will have a strong understanding of financial services and planning, with the ability to build lasting client relationships. Whilst full administration and paraplanning support is provided they will be confident in working independently. This position offers an excellent opportunity for individuals passionate about helping others secure their financial future and looking to develop their career within the financial sector.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Responsibilities
- Conduct comprehensive financial assessments to understand clients’ current financial status and future objectives.
- Develop personalised financial plans covering investments, pensions, insurance, estate planning, and other relevant areas.
- Provide clear, unbiased advice aligned with clients’ needs, risk tolerance, and long-term goals.
- Keep abreast of industry regulations, market trends, and new financial products to offer up-to-date advice.
- Maintain detailed records of client interactions, recommendations, and transactions in compliance with regulatory standards.
- Build and nurture strong client relationships through regular reviews and ongoing support.
- Collaborate with other financial professionals to deliver holistic solutions where necessary.
- Ensure all advice complies with relevant legal and ethical standards within the financial services sector.
Skills
- Proven experience or strong interest in financial services and planning.
- Excellent interpersonal skills with the ability to communicate complex information clearly and confidently.
- Strong organisational skills with attention to detail for accurate record keeping and compliance.
- Ability to analyse clients’ financial situations critically and develop effective strategies.
- Self-motivated with a proactive approach to client engagement and business development.
- Knowledge of relevant regulatory frameworks governing independent financial advice.
- Professional qualification is essential with Dip PFS or equivalent as a minimum.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
This role is ideal for motivated individuals committed to delivering exceptional client service while advancing their expertise in the field of financial advisory services.
Benefits
- Company pension
- Financial planning services
- On-site parking
- Sick pay
- Work from home
How to apply for the role
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.
You must be eligible to work in the UK.
Other suitable skills and experience
- Financial Adviser
- Financial Planner
- Wealth Manager
- Investment Adviser
- Pensions Adviser
- Paraplanner
- Mortgage Adviser
- IFA Consultant
- Wealth Planning Consultant
- Financial Services Consultant
- Client Relationship Manager (Financial Services)
- Investment Manager
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills