Client Servicing Financial AdviserLocation: Sutton, Surrey - 4 days office attendance per weekSalary: £60,000 + Profit Share - Potential to increase for exceptional candidatesContract: Full time, PermanentAn 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 OpportunityThis 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 ResponsibilitiesDeliver ongoing advice and servicing to an established client portfolioBuild and maintain long-term relationships with high-net-worth clientsConduct full financial reviews across pensions, investments and wider planningIdentify appropriate opportunities within existing relationshipsSupport inheritance tax and estate planning strategies (training provided if needed)Work collaboratively with administration and compliance teamsMaintain FCA regulatory standards and documentationContribute to continuous improvements in client service processesAbout YouEssentialFully qualified Financial Adviser with Level 4 Diploma (minimum)Authorised to provide regulated financial adviceStrong client servicing and relationship management experienceExcellent communication and interpersonal skillsComfortable working within a small, supportive team environmentDesirableChartered Financial Planner status (or working towards it)Experience working with high-net-worth clientsKnowledge of inheritance tax planningExposure to discretionary investment managementStrong technical or paraplanning backgroundSalary & Benefits£60,000 base salaryProfit share scheme (increases over time)5% pension contributionOngoing professional development and trainingInheritance tax & estate planning training providedClear progression path toward senior leadership and long-term involvementWhy JoinEstablished, loyal client relationships no cold salesRelationship-focused rather than target-drivenGenuine succession planning opportunityCollaborative, supportive boutique team cultureExcellent long-term career prospects, including leadership and equity potentialClick on APPLY today!JBRP1_UKTJ