Financial Adviser – Inherit Existing Client Bank (Hybrid)

About the role

Join an award‑winning, independent wealth management firm and inherit an established client portfolio from day one. You will focus on deepening existing relationships while identifying growth opportunities, supported by a full paraplanning and admin team.

Key responsibilities

• Take over and develop an existing portfolio of loyal clients.
• Deliver holistic, independent financial planning advice across pensions, investments, protection and retirement planning.
• Build long‑term relationships through exceptional client service.
• Conduct regular client reviews and identify opportunities for ongoing financial planning.
• Work closely with an experienced paraplanning and client support team to deliver an outstanding client experience.
• Generate additional business through referrals and professional introducers.
• Ensure all advice is compliant with FCA regulations and internal standards.

Required profile

• Level 4 Diploma in Regulated Financial Planning (minimum).
• Previous experience providing regulated financial advice.
• Strong relationship‑building and communication skills.
• A client‑centric and ethical approach to financial planning.
• Ability to manage existing relationships while developing new business opportunities.
• Desire to continue professional development; support towards Chartered status is available.

What we offer

• Salary up to £80,000 (depending on experience) plus a competitive bonus scheme.
• Hybrid working model.
• Existing client portfolio to inherit.
• Full paraplanning and administration support.
• Established referral network and opportunities for business growth.
• Ongoing professional development and exam support.
• Excellent benefits package.
• Long‑term career progression within a growing wealth management firm.