Financial Adviser: Inherit £40-45M Book, Flexible Path

Premier Jobs UK; Helland; On-site; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Bonus scheme

Full benefits package

Self-employed option

Job summary

Premier Jobs UK is seeking a Financial Adviser to inherit an established Cornwall client bank with about £40–45 million under management from a retiring adviser. The opportunity offers employed or self-employed arrangements, with a warm handover through early 2026 to meet clients before exit.

The firm provides flexible setup, admin and compliance support, access to investment platforms, and the chance to serve clients across Cornwall from Truro toward Exeter, tailoring the role to your

Qualifications

• Essential: Qualified to Level 4 Diploma in Financial Planning (or equivalent).
• Essential: Proven track record managing client relationships and delivering holistic financial advice.
• Essential: Strong capability in client retention and relationship development.
• Desirable: Experience managing established client banks.

Responsibilities

• Provide holistic financial advice to valued clients across Cornwall.
• Build and maintain client relationships, focusing on organic growth and retention.

Skills

Client relationships

Client retention

Inheriting client bank

Cornwall knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Premier Jobs UK is seeking a Financial Adviser to inherit an established Cornwall client bank with about £40–45 million under management from a retiring adviser. The opportunity offers employed or self-employed arrangements, with a warm handover through early 2026 to meet clients before exit.

The firm provides flexible setup, admin and compliance support, access to investment platforms, and the chance to serve clients across Cornwall from Truro toward Exeter, tailoring the role to your