Financial Adviser

Recruitment Rebellion Limited; Rotherfield; On-site; GBP 65,000 - 75,000; Full time

Benefits offered by this job

5% employer pension contribution

Travel expenses

Paraplanning support

Professional fees paid

20 days' holiday increasing to 25

Job summary

Recruitment Rebellion Limited in Battle, East Sussex, seeks an experienced Financial Adviser to manage an established portfolio of about 150 clients with roughly £28m assets under advice. This is primarily a client servicing role with annual reviews and ongoing advice.

You will inherit relationships, with administration and paraplanning support, and have scope to write new business within the existing base, supported by an adviser incentive scheme and profit‑share bonus.

Qualifications

• Experienced Financial Adviser with an established client base.
• Manages approx. 150 clients and £28m AUA.
• Office-based role in Battle, East Sussex.

Responsibilities

• Retain and service an established client portfolio.
• Conduct annual reviews and provide ongoing advice.
• Develop additional planning opportunities where beneficial.
• Support from administration and paraplanning.

Skills

Relationship management

Client servicing

Annual reviews

Job description

Financial Adviser

Battle, East Sussex
£65k - £75k + earnings potential

Established client bank | Administration & Paraplanning support

What if your next adviser role came with an established client bank to look after, rather than a blank sheet of paper and a huge new-business target to chase?

An established IFA practice is looking for an experienced Financial Adviser to take responsibility for an existing portfolio of approx. 150 clients with ~£28m of assets under advice.

This is first and foremost a client servicing role. You'll inherit established relationships and be responsible for looking after those clients properly: conducting annual reviews, providing ongoing advice, retaining relationships and identifying additional planning opportunities where they genuinely benefit the client.

There is an expectation that you'll write new business, but you won't be starting from scratch. You'll have an existing client base to work with and administration and paraplanning support behind you, leaving you free to concentrate on advising and developing client relationships.

The package

The current package includes a basic salary, with additional earnings through an adviser incentive scheme and annual discretionary profit-share bonus.

You'll also receive:

• 5% employer pension contribution
• Travel expenses between the office and client meetings
• Administration and paraplanning support
• Professional fees and subscriptions paid
• 20 days' holiday plus bank holidays, increasing by one day per year to a maximum of 25 days

Who they're looking for

You'll already be an experienced Financial Adviser who enjoys the relationship-management side of advice and wants to work with an established portfolio of clients.

You'll need to be comfortable developing business where appropriate, but this isn't a role built around cold prospecting or arriving with your own client bank. The priority is looking after existing clients exceptionally well, retaining those relationships and developing them over the longer term.

The role is office based in Battle, with travel to client meetings as required.

If you're an adviser who would rather inherit meaningful client relationships than spend your time trying to create a client bank from nothing, this could be a very interesting next move.