Independent Financial Advisor (potential leadership role)
Location: Surrey/Hampshire area (2-3 days typically in the office per week)
Salary: Dependent on experience (Higher salary possible for candidates with strong business development/marketing and management experience)
Role Overview:
This is a dynamic role with opportunities for career progression into senior management, offering a blend of financial advising, networking, and leadership development. There is a sizeable client bank to inherit but you will be expected to drive new business, maintain high retention rates, and support junior staff while working closely with the management team. When ready, you will take on additional responsibilities of team management and progress your seniority within the business with a view to becoming a Director within the firm.
Key Responsibilities:
* Achieve new business targets and manage client relationships.
* Conduct annual reviews to ensure high client retention.
* Build professional connections locally and participate in networking events.
* Develop social media and marketing strategies (Instagram/Facebook).
* Assist in business acquisitions and future growth initiatives.
* Lead and manage staff, with potential for senior management responsibilities.
Qualifications & Skills:
* At least 5 years experience providing financial advice to clients and generating new business.
* Strong networking and relationship-building skills.
* Ability to manage clients, staff, and office tasks.
* Flexible and proactive approach to work, including occasional travel and weekend events.
If you’re a motivated individual with leadership potential and a passion for financial advising, we’d love to hear from you. This is a fantastic opportunity for an entrepreneurial financial planner who is looking for a long term home to drive their career forward and make a real impact.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales, Finance, and Business Development
Industries
Investment Management, Investment Advice, and Financial Services
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