Financial Adviser – Inherit Existing Client Bank (Hybrid)

About the role

Join an award‑winning, independent wealth management firm and take over an established client portfolio from day one. This full‑time, hybrid position allows you to focus on delivering bespoke financial advice while benefiting from full paraplanning and administrative support.

Key responsibilities

• Manage and develop an existing portfolio of high‑net‑worth clients.
• Provide holistic, independent advice on pensions, investments, protection and retirement planning.
• Conduct regular client reviews to identify new opportunities.
• Collaborate with a dedicated paraplanning and client support team.
• Generate additional business through referrals and professional introducers.
• Ensure all advice complies with FCA regulations and internal standards.

Required profile

• Level 4 Diploma in Regulated Financial Planning (minimum).
• Previous experience delivering regulated financial advice.
• Strong relationship‑building and communication abilities.
• Client‑centric, ethical approach to financial planning.
• Motivation to continue professional development, with support toward Chartered status.

Required skills

What we offer

• Salary up to £80,000 per year (depending on experience) plus a competitive bonus scheme.
• Hybrid working model.
• Full paraplanning and administration support.
• Established referral network and growth opportunities.
• Ongoing professional development and exam support.
• Comprehensive benefits package and clear long‑term career progression.