Are you an experienced Independent Financial Advisor looking for a role that prioritises client relationships over sales? Do you thrive in a holistic wealth management environment where you can make a real difference in clients’ financial futures?
Our client, a well-established Independent Financial Advice firm in Walton on Thames, is offering an exciting opportunity to join a professional, well-run financial planning business and provide top-tier, whole-of-market financial advice.
With a 25-year history in financial planning, this firm is known for its client-first approach, covering:
1. Pensions & Investments
2. Wills, Trusts & Powers of Attorney
Why Join?
* No Cold Calling – Focus on nurturing long-term client relationships
* An Established, Live Client Bank to approach – Step into a role with ongoing, engaged clients
* Hybrid & Flexible Working – Enjoy a work-life balance while growing your career
* Career Progression – Work towards Chartered Status and even Partnership
What We’re Looking For:
* Level 4 Diploma in Financial Planning (Chartered status or willingness to pursue it is a plus!)
* A strong relationship-builder who enjoys advising, not just selling
* Based within commuting distance of Walton on Thames
* Experience in Private Client Wealth Management with a holistic approach
* Any new business you can bring is welcomed but not required
If you’re an IFA / Financial Planner looking for a rewarding, client-focused role with long-term growth potential, get in touch!
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance
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