Client Servicing Financial Adviser Location : Sutton, Surrey - 4 days office attendance per week Salary : £60,000 Profit Share - Potential to increase for exceptional candidates Contract : Full time, Permanent An established, highly respected independent financial advisory firm in Sutton is looking for an experienced Client Servicing Financial Adviser to join its close-knit team! The business specialises in delivering personalised pension and investment advice to a loyal portfolio of high-net-worth clients. With a strong reputation built on trust, integrity and long-term care, the firm prioritises quality of advice over sales targets, offering a genuinely client-first environment. As part of succession planning and continued growth, the firm is looking to appoint a senior adviser who will play a key role in servicing clients and contributing to the future development of the business. The Opportunity This is a rare chance to join a boutique advisory practice where client relationships truly matter. You will take ownership of an established client bank, providing ongoing advice and maintaining long-standing relationships. Working closely with senior leadership, you will have a clear pathway towards increased responsibility, long-term progression, and potential future leadership or equity opportunities. If you're looking to escape a sales-driven environment and join a firm that values personal service, technical quality and trusted relationships this is the ideal role! Key Responsibilities Deliver ongoing advice and servicing to an established client portfolio Build and maintain long-term relationships with high-net-worth clients Conduct full financial reviews across pensions, investments and wider planning Identify appropriate opportunities within existing relationships Support inheritance tax and estate planning strategies (training provided if needed) Work collaboratively with administration and compliance teams Maintain FCA regulatory standards and documentation Contribute to continuous improvements in client service processes About You Essential Fully qualified Financial Adviser with Level 4 Diploma (minimum) Authorised to provide regulated financial advice Strong client servicing and relationship management experience Excellent communication and interpersonal skills Comfortable working within a small, supportive team environment Desirable Chartered Financial Planner status (or working towards it) Experience working with high-net-worth clients Knowledge of inheritance tax planning Exposure to discretionary investment management Strong technical or paraplanning background Salary & Benefits £60,000 base salary Profit share scheme (increases over time) 5% pension contribution Ongoing professional development and training Inheritance tax & estate planning training provided Clear progression path toward senior leadership and long-term involvement Why Join Established, loyal client relationships no cold sales Relationship-focused rather than target-driven Genuine succession planning opportunity Collaborative, supportive boutique team culture Excellent long-term career prospects, including leadership and equity potential Click on APPLY today!