Financial Advisor – Existing Client Bank – Surrey
Salary:
Up to £75,000 basic, Year 1 OTE £100k+
Location:
Remote
Are you an experienced Financial Advisor who enjoys building meaningful client relationships but is tired of constant sales targets and cold business development? If you're looking for a role that lets you focus on what you do best — providing exceptional advice — without the pressure of prospecting or rigid KPIs, this could be the ideal opportunity for you.
We're working with a well-respected financial planning firm based in Surrey offering the chance to take on a loyal, well-maintained client bank. This fully remote role offers flexibility, meaning you can work from home while managing existing relationships and providing expert, tailored financial advice.
Key benefits of the role include:
* A competitive salary of up to
£75,000
, with realistic first-year earnings of
£100k+
via a generous bonus scheme.
* 25 days of holiday + bank holidays.
* A 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses.
* Dedicated paraplanning, compliance, admin, and marketing support, giving you the time to focus on delivering client-focused solutions.
* Complete flexibility to work from home, without any office-based requirements.
In this role, you'll manage your own client portfolio, providing holistic, tailored advice, nurturing existing relationships, and identifying natural opportunities for further value. Meetings can be held virtually or in person, based on client preference.
To be successful in this role, you'll need:
* Level 4 Diploma in Regulated Financial Planning
.
* Experience delivering regulated advice.
* A strong ethical approach with a passion for putting clients first.
* The ability to work independently and remotely, leveraging digital tools to engage with clients effectively.
If you're ready to join a values-driven firm that prioritises people over profit and offers genuine flexibility, we'd love to hear from you.
For a confidential conversation, reach out to
.