Financial Adviser – Established Client Portfolio (Battle)

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

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.