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Financial Adviser jobs in Knaphill

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    • Proven track record within financial planning and wealth management.
    • Existing high quality client bank provided.
    • The Role of the Financial Adviser*.
    • The DC pensions and benefits landscape is evolving, creating opportunities to help clients navigate complex rules and make informed decisions.
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    • Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals.
    • Fluency in English and French.
    • Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals.
    • Fluency in English and Italian.
    • Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients.
    • The ultimate goal of this role is to turn robust financial data into actionable commercial insight, enabling operational teams to drive growth, protect margins,…
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    • Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
    • Join a collaborative, professional team where your analytical and…
    • Experience processing new business for financial advisers.
    • 1+ years’ experience in a financial services administration role (Required).
  • View similar jobs with this employer
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • As investment in AI continues to accelerate, the Insurance sector is undergoing significant transformation, creating new opportunities to modernise operations,…
    • Taking a lead on all aspects of the financial management of clients.
    • You have experience with supporting a portfolio of clients and projects including all…
    • Based within PwC’s market leading Financial Services Tax team, this role calls for someone with a broad set of skills and as a Senior Associate you will work as…
    • Our Financial Services Private Client team specialise in advising wealthy individuals and their businesses in the FS or funds space.
    • Our Financial Services Private Client team specialise in advising wealthy individuals and their businesses in the financial services and alternative funds space…
    • Working with and learning from some of the leading figures in the pensions industry, you’ll help deliver innovative solutions for prestigious clients.

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Senior Independent Financial Adviser
Candidate Source for Solid Recruitment
Godalming
•
Hybrid work
£70,000 - £85,000 a year
Permanent, Full-time
Apply now

Job details

£70,000 - £85,000 a year
Permanent, Full-time
Hybrid work in Godalming

Full job description

Role: Senior Financial Adviser – Employed

Location: Worthing

Position: Full time, Permanent

Salary: £85k d.o.e. OTE £130k + Benefits

Solid Recruitment are seeking a Financial Adviser to join a forward-thinking firm offering full administration and Paraplanning support, taking on a well-established existing client bank – so you can focus on what you do best: advising.

Why Apply for the Financial Adviser?

  • Salary up to £85k d.o.e.
  • Excellent benefits package
  • Employed role
  • Existing high quality client bank provided
  • Full administration & paraplanning support

The Role of the Financial Adviser

  • Provide expert financial advice.
  • Build strong relationships & deliver excellent client outcomes
  • Develop new business opportunities from existing client bank
  • Work closely with admin & paraplanning teams for seamless delivery
  • Maintain compliance with FCA standards

What You’ll Bring

  • Diploma Level 4 (minimum) qualified Financial Adviser
  • Competent Adviser Status (CAS)
  • Proven track record within financial planning and wealth management
  • Excellent communication & client relationship skills
  • Results-driven approach with high professional standards

Ready for the Next Step?

Take your career further with full support, supplied clients, and a secure employed package.
Apply today via Solid Recruitment

Pay: £70,000.00-£85,000.00 per year

Work Location: Hybrid remote in Godalming

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