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Financial Adviser

Job Description - Financial Adviser

Financial Adviser - Leatherhead
£65,000-£75,000 Basic + Bonus | Full Client Portfolio Provided | Hybrid Flexibility

The Opportunity:
We’re partnering with a well-established and growing wealth management firm based in Leatherhead, looking to hire a skilled Financial Adviser due to ongoing expansion. This is a fantastic chance to step into an employed advisory role with a full client book, warm referrals, and the support structure to truly focus on delivering quality advice.

What You’ll Get:

  • Fully serviced client bank - Take over a portfolio of engaged, long-term clients

  • Consistent referral flow - Quality leads through strong introducer relationships

  • Employed position - Secure base salary with an attractive, uncapped bonus structure

  • Dedicated back-office support - Experienced paraplanners and administrators so you can concentrate on clients

  • Flexible hybrid model - Typically 2-3 days in the office with scope to work from home

About You:

  • Level 4 qualified (Diploma in Financial Planning)

  • Background as a regulated Financial Adviser or IFA

  • Able to build trust and long-term relationships with clients

  • Confident in advising on pensions, investments, and ideally protection products

Why Join This Firm?
This is a company that genuinely puts clients at the heart of its service, avoiding sales pressure in favour of tailored, ethical advice. With strong internal support, a collaborative team ethos, and ongoing investment in adviser development, it’s a place where you can grow your career without compromising your values.

Whether you’re looking for more stability, better clients, or just the support to do your best work — this could be your next step.

Next Steps:
Send over your CV for consideration or get in touch for a confidential chat.

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