Financial Adviser - Inherit a Retiring Partner’s Client Bank, Surrey, £80,000 +

£80,000 + Bonus & Excellent Benefits

Established HNW Client Portfolio | Chartered Firm | Minimal Business Development

We are partnering with a highly regarded, Chartered Wealth Management firm in Surrey, with whom we’ve proudly worked for nearly a decade. Over that time, we've placed several professionals within the business—each of whom remains with the firm and continues to enjoy a rewarding and stable career.

The firm has grown steadily through both organic development and strategic acquisitions, building a trusted reputation in the local area. Following another strong year, they are now seeking an experienced Financial Adviser to take over a long-standing client book from a retiring Partner.

The Opportunity

This is a rare and career-defining opportunity to inherit a fully serviced, loyal portfolio of high-net-worth clients, many of whom have been with the firm for decades. You will work directly with the outgoing Partner to ensure a smooth and thoughtful handover, maintaining the high levels of trust and service that the clients have come to expect.

If you excel at delivering personalised, transparent advice and prefer a role with minimal focus on business development, this could be an ideal next step.

About the Clients

The client base includes a blend of:

• Post-retirement individuals and families
• Wealth accumulators
• Owner-managers of local SMEs

You’ll be offering holistic financial planning services, including:

• Pensions & Investments
• Protection
• Trust & Estate Planning

The firm will fully support any areas where further technical development is needed.

About You

• Level 4 Diploma in Financial Planning (minimum)
• 3+ years’ experience in a Private Client Wealth Management role
• Confident delivering holistic, client-centric advice
• Skilled at relationship-building and client retention
• Ethical, approachable, and motivated by long-term success

What’s on Offer

• £80,000 base salary + bonus on all income generated
• Inherited portfolio of loyal, high-value clients
• Full paraplanning and administrative support
• Supportive, values-driven culture
• Flexible hybrid working—more home than office, if preferred
• Excellent benefits and strong career stability

Ready for your next move?If you’re seeking a secure, long-term advisory role with minimal new business pressure and a fully established client base, we’d love to hear from you.

?? To apply or learn more, send your CV to Sam at Financial Divisions.