Independent Financial Adviser

Inherited Client Portfolio | £40-50m AUM | Hybrid Working | Chartered Support Available

Not every Adviser opportunity comes with an established client bank, a strong reputation in the market and the chance to take over a well-managed portfolio from day one. This is an opportunity to inherit approximately 150 existing clients, providing a substantial foundation from which to build long-term relationships and grow your business within a highly respected wealth management practice.

You'll be joining a collaborative and professional firm where advice quality, client outcomes and relationship management take precedence over aggressive sales targets. Supported by dedicated Paraplanning and Administration teams, you'll have the infrastructure needed to focus on delivering holistic financial planning and identifying opportunities to deepen existing client relationships.

The opportunity

You'll take ownership of an existing client book, conducting regular reviews, developing tailored financial planning strategies and helping clients navigate important life and financial decisions.

Working closely with colleagues across the business, you'll provide advice across pensions, investments, retirement planning, protection and wider wealth management needs, while acting as a trusted adviser to both clients and their professional connections.

Alongside managing the inherited client bank, you'll have the opportunity to develop new relationships through referrals, professional introducers and established networking initiatives.

What you'll be doing

Managing and developing an inherited portfolio of approximately 150 clients

Conducting annual and ongoing client reviews

Delivering holistic financial planning advice aligned to client objectives

Building strong and lasting client relationships

Working closely with Paraplanners and Administrators to deliver an exceptional client experience

Collaborating with accountants, solicitors and other professional connections

Identifying opportunities for organic growth within the existing client bank

Participating in client events, seminars and networking activities

Maintaining high standards of regulatory compliance and client service

Contributing to the continued growth and success of the wider business

About you

You'll be an experienced (minimum Level 4) Financial Adviser who enjoys building trusted relationships and delivering high-quality advice to private clients across pensions and investments,

Why join?

Inherit an established portfolio of around 150 clients

Take responsibility for approximately £40m AUM

Dedicated Paraplanning and Administration support

Established brand and strong client retention

Access to professional introducers and networking opportunities

Support towards Chartered status and further qualifications

Collaborative team culture

Long-term career development and progression opportunities

For Advisers seeking the rare combination of an existing client bank, high-quality support infrastructure and genuine long-term career prospects, this is a great opportunity.