CV

Senior Financial Planner

CV-Library Godalming, Surrey Posted 06 Oct 2026 Closing: 01 Jan 0001
Permanent Hybrid Featured
£70000 - £85000/annum Plus Excellent Benefits

Role Description & Overview

Role: Financial Adviser – Employed

Location: Godalming

Position: Full time, Permanent

Salary: £85k d.o.e. OTE £130k + Benefits

Solid Recruitment are seeking a Financial Adviser to join a forward-thinking firm offering full administration and paraplanning support, taking on a well-established existing client bank – so you can focus on what you do best: advising.

Why Apply for the Financial Adviser role?

  • Salary up to £85k d.o.e.
  • Excellent benefits package
  • Employed role
  • Existing high quality client bank provided
  • Full administration & paraplanning support

The Role of the Financial Adviser

  • Provide expert financial advice.
  • Build strong relationships & deliver excellent client outcomes
  • Develop new business opportunities from existing client bank
  • Work closely with admin & paraplanning teams for seamless delivery
  • Maintain compliance with FCA standards

What You’ll Bring

  • Diploma Level 4 (minimum) qualified Financial Adviser
  • Competent Adviser Status (CAS)
  • Proven track record within financial planning and wealth management
  • Excellent communication & client relationship skills
  • Results-driven approach with high professional standards

Ready for the Next Step?

Take your career further with full support, supplied clients, and a secure employed package.

Apply today via Solid Recruitment

Ready to apply for this finance role?

This position is hosted on CV-Library. Click below to view the official posting and submit your application.

Key Details
  • Date Posted: 06 Oct 2026
  • Location: Godalming, Surrey
  • Employment: Permanent
  • Workplace: Hybrid
  • Specialism: Accounting/Financial/Insurance
100% FREE CV BUILDER
Need an updated CV for this role?

Build an ATS-optimised finance CV in minutes with professional templates.

Build Free CV Now
Employer Profile
CV
CV-Library
Verified Practice / Corporate

Verified accountancy practice or enterprise finance team operating across the UK economy.

More Jobs at CV-Library
Similar Finance Roles
Credit Controller
CV-Library • Woking, Surrey
Temp Payroll Administrator
CV-Library • Woking, Surrey