Client Servicing Financial Adviser
Location: Sutton, Surrey - 4 days office attendance per week
Salary: £60,000 + Profit Share - Potential to increase for exceptional candidates
Contract: Full time, Permanent
An established, highly respected independent financial advisory firm in Sutton is looking for an experienced Client Servicing Financial Adviser to join its close-knit team!
The business specialises in delivering personalised pension and investment advice to a loyal portfolio of high-net-worth clients. With a strong reputation built on trust, integrity and long-term care, the firm prioritises quality of advice over sales targets, offering a genuinely client-first environment.
As part of succession planning and continued growth, the firm is looking to appoint a senior adviser who will play a key role in servicing clients and contributing to the future development of the business.
The Opportunity
This is a rare chance to join a boutique advisory practice where client relationships truly matter.
You will take ownership of an established client bank, providing ongoing advice and maintaining long-standing relationships.
Working closely with senior leadership, you will have a clear pathway towards increased responsibility, long-term progression, and potential future leadership or equity opportunities.
If you're looking to escape a sales-driven environment and join a firm that values personal service, technical quality and trusted relationships this is the ideal role!
Key Responsibilities
- Deliver ongoing advice and servicing to an established client portfolio
- Build and maintain long-term relationships with high-net-worth clients
- Conduct full financial reviews across pensions, investments and wider planning
- Identify appropriate opportunities within existing relationships
- Support inheritance tax and estate planning strategies (training provided if needed)
- Work collaboratively with administration and compliance teams
- Maintain FCA regulatory standards and documentation
- Contribute to continuous improvements in client service processes
About You
Essential
- Fully qualified Financial Adviser with Level 4 Diploma (minimum)
- Authorised to provide regulated financial advice
- Strong client servicing and relationship management experience
- Excellent communication and interpersonal skills
- Comfortable working within a small, supportive team environment
Desirable
- Chartered Financial Planner status (or working towards it)
- Experience working with high-net-worth clients
- Knowledge of inheritance tax planning
- Exposure to discretionary investment management
- Strong technical or paraplanning background
Salary & Benefits
- £60,000 base salary
- Profit share scheme (increases over time)
- 5% pension contribution
- Ongoing professional development and training
- Inheritance tax & estate planning training provided
- Clear progression path toward senior leadership and long-term involvement
Why Join
- Established, loyal client relationships — no cold sales
- Relationship-focused rather than target-driven
- Genuine succession planning opportunity
- Collaborative, supportive boutique team culture
- Excellent long-term career prospects, including leadership and equity potential
Click on “APPLY” today!
