Financial Planner – Inherited Client Bank | Surrey
Salary up to £75,000 + Company Car + 30% Bonus on Business Written
Home-based with face-to-face client meetings across Surrey | Office access available
Take over an established client bank from a retiring adviser
This is a rare opportunity to step into an existing book of business from a retiring adviser, rather than starting from a standing start. Every client in the bank holds a minimum of £250,000 in assets, giving you an immediate, high-quality foundation of relationships, recurring work and referral potential from day one.
Our client is a respected, independent, whole-of-market financial planning firm with a strong reputation for client-centric advice. They are growing and want an experienced adviser who will look after these clients properly, deepen the relationships and use the book as a launch pad for a long-term career with the firm.
What’s on offer
Basic salary up to £75,000
Company car
Bonus of 30% of business written, so your earnings grow as you develop the client bank
An inherited client bank with a minimum of £250k AUM per client
Full in-house support: paraplanning, administration and diary support, so you can focus on clients
Genuinely independent, whole-of-market proposition with in-house platform and investment solutions
Consultative marketing support and company lead generation to help you grow beyond the inherited book
Clear long-term progression, including a buy-out route that allows you to realise the value you build
Home-based working with access to office locations when you want them
A culture built on ongoing learning, development and doing the right thing for clients
The role
Taking ownership of the inherited client bank and building trusted, long-term relationships
Conducting in-depth reviews of clients’ circumstances, existing provision and goals, and delivering clear, comprehensive financial plans
Keeping clients and professional introducers informed of product, legislative and market changes affecting their pensions, investments and plans
Growing the bank through referrals, introducer relationships, networking, social media and the firm’s lead generation programme
Meeting clients face to face at home, in their business premises or in the office, with virtual meetings where they suit
Running client events and seminars where appropriate
Following a structured advice process and maintaining accurate management information
What you’ll need
Diploma in Regulated Financial Planning (or FCA-approved equivalent) and current CF30 status
Proven experience as an Independent Financial Adviser
A client-first approach, with a polished, articulate manner
Confidence managing and developing relationships with high-value clients, including business owners, professionals and retirees
Comfortable using digital tools to communicate with clients
Based within reach of Surrey for client meetings
Why this role stands out
Most adviser roles ask you to build from zero. This one hands you a mature, high-value client bank, a 30% bonus on what you write and a firm that will back you to grow it into a business of real long-term value.
For a confidential conversation, apply now or get in touch with Ortus PSR.