Financial Advisor – Established Client Bank, £50-55k

About the role

We are seeking an experienced Financial Advisor to take ownership of an established client bank within a reputable wealth management firm. You will manage approximately 170 households with £40‑45 million of assets under management, delivering face‑to‑face financial advice and building lasting relationships.

Key responsibilities

• Manage a portfolio of ~170 households representing £40‑45 million in assets.
• Provide comprehensive financial advice and conduct face‑to‑face client meetings.
• Maintain and grow client relationships, identifying new business opportunities.
• Collaborate with a supportive back‑office team for administrative support.

Required profile

• Proven track record in financial advisory.
• Experience managing client relationships and investment portfolios.
• Relevant qualification – minimum Level 4 Diploma in Regulated Financial Planning or equivalent.
• Desirable: experience with medium to high‑value clients and a strong new‑business generation record.

Required skills

What we offer

• Basic salary £50,000‑£55,000 per year.
• Attractive bonus scheme – up to 2.75 times recurring revenue at 30%.
• Permanent, full‑time employment with job security.
• Office‑based role with full administrative and operational support.