Client Service Adviser / Financial Adviser

Location: Surrey

Salary: £55,000–£70,000 + Profit Share

Dunwall are supporting an established independent financial advisory firm in Surrey seeking an experienced Client Service Adviser / Financial Adviser to join its close-knit team.

This is a relationship-focused advisory role within a boutique firm providing personalised pension and investment advice to a loyal high-net-worth client base. The business prioritises long-term client care and quality advice over sales targets or KPI-driven environments.

The successful candidate will inherit responsibility for servicing an established client portfolio while working closely with senior leadership, offering clear progression toward increased responsibility and potential future leadership or equity opportunities.

Key Responsibilities

Provide ongoing servicing and financial advice to an established client bank
Maintain and develop long-term client relationships
Conduct client reviews across pensions, investments, and holistic financial planning
Identify opportunities within existing client relationships
Support inheritance tax and estate planning strategies (training provided)
Work collaboratively with compliance and administration teams
Maintain FCA regulatory standards and documentation
Contribute to continuous improvement of client service processes

Candidate Requirements

Fully qualified Financial Adviser authorised to provide regulated advice
Diploma qualified (Level 4 minimum)
Strong client servicing and relationship management experience
Excellent communication and interpersonal skills
Experience advising high-net-worth individuals
Exposure to discretionary investment management
Strong technical or paraplanning background

Desirable

Chartered Financial Planner status (or working towards)

Salary & Benefits

£55,000–£70,000 base salary (depending on experience)
Profit share scheme (builds over time)
5% pension contribution
Professional development and training, including inheritance tax planning
Clear pathway toward senior leadership

Why Join?

Established client relationships — no cold sales or business development targets
Relationship-led advisory environment
Genuine succession opportunity within an established firm
Long-term career progression with potential future leadership involvement

Dunwall Associates Ltd

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