Job Title: Financial Planner (Client Bank)

Location: Guildford

Salary: Up to £85,000+ package

Reference: 9869

This opportunity is ideal for an ambitious adviser who wants to join a fast-growing, well-funded financial advice firm that genuinely invests in its people. Over the past three years, the firm has expanded rapidly, acquiring 17 businesses and building a strong foundation of £280m AUM, with a clear trajectory toward £350m. With more than 2,400 ongoing clients and £10m invested into long-term growth, advisers joining now step into a business with real momentum.

• You’ll join a young, energetic, and modern advice environment with strong infrastructure and an adviser-first culture.

• You’re supported by a dedicated Client Care Team and robust internal paraplanning, allowing you to focus on clients, not admin.

• Clear management structure and a defined career pathway designed to help advisers progress into higher tiers and six-figure earnings.

• A stable flow of clients inherited from retiring advisers — reducing the pressure of cold acquisition and giving you an established base to build from.

• Salary range: £45,000 to £60,000 depending on adviser level.

• Quarterly bonuses:

– 10% on all ongoing review fees

– 20%–30% bonus on new business, linked to your salary tier

• Pension: 5% employer contribution, rising to 8% in 2027.

• 25 days holiday + bank holidays, plus a discretionary Christmas shutdown.

• Life cover included.

• Profit share: typically, around 4% of salary.

• Car allowance: £300 monthly + 19ppm mileage.

• Transparent progression structure from Level A1 to Senior status with clear target expectations and escalating commission rates.

• A1 (£45,000): 10% ongoing / 20% initial bonus — £20k target
• A2 (£48,000): 10% ongoing / 24% initial bonus — £40k target
• A3 (£52,000): 10% ongoing / 28% initial bonus — £65k target
• S1 (£60,000): 5% ongoing / 30% initial bonus — £95k target

Example salary:

• Salary £48000 = Level A2 – Experienced Adviser
• Client bank £16000 = 10% x £160,000 client bank
• New Business £9600 = 24% x £40,000 target level
• Car Allowance £3600 = £300 per month
• Pension £2088 = 5% Employer contribution
• Profit Share £1920 = Typically 4% x Salary
• Total = £81,208

This is a role for someone who wants strong earnings potential, a supportive structure, and the chance to grow with one of the UK’s fastest-expanding adviser businesses. Advisers benefit from real career progression, excellent operational support, and rewards that increase as your client impact grows.