Desk Based Adviser - Surrey/Hybrid - To £40k

£35,000 - £40,000 yearly
  • Goddard Perry Consulting Ltd
  • Hybrid (Croydon, UK)
  • 14/05/2024
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

We are Independent Financial Planners, and are  seeking a desk based adviser to service an existing client bank, advising clients virtually.  Paraplanning and administration support will be  provided.

This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme.

It will be providing a full suite of advice covering pensions, investments, tax planning, IHT, retirement planning, lifetime financial plans and protection.  The successful candidate could also give mortgage advice if they have the relevant qualifications.

  • Competent Adviser Status and 6 months + advising experience an advantage 
  • Diploma in Regulated Financial Planning essential
  • Ideally looking to work towards your Chartered Status
  • You will ideally be based in a commutable distance from the Croydon office
  • The role can potentially be a hybrid role dependent on experience
  • Potential for career progression


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