Financial Adviser - Take Over an Established Client Bank - Bath/Hybrid - £60,000 - £70,000 plus..

ZipRecruiter; Bath; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Adviser to join their reputable Wealth Management firm. This role offers the chance to focus on real client relationships, stepping into a ready-made client bank while receiving support from a professional team. With a culture that values integrity and collaboration, you will be rewarded for delivering quality advice rather than chasing sales targets. Enjoy hybrid working, generous benefits, and a competitive bonus structure. If you are Level 4 qualified and have a passion for client-focused planning, this is the perfect opportunity to advance your career.

Benefits

Competitive Bonus

Exceptional Benefits

Hybrid Working

Supportive Admin and Paraplanning Staff

Qualifications

• 3+ years of experience as a Financial Adviser focusing on client relationships.
• Strong understanding of holistic financial planning and client-centric strategies.

Responsibilities

• Manage an existing portfolio of loyal clients with a focus on long-term advice.
• Collaborate with Admin and Paraplanning staff to enhance client outcomes.

Skills

Financial Planning

Client Relationship Management

Holistic Advice

Education

Level 4 Qualification

Chartered Status (desirable)

Job description

Job Description

Plus: Competitive Bonus & Exceptional Benefits

Are you an experienced Financial Adviser looking to focus on real client relationships rather than relentless sales targets? This is a rare opportunity to step into a warm client bank with a highly respected, client-centric Wealth Management firm that prides itself on delivering holistic, jargon-free advice.

With nearly a decade of collaboration, we’ve watched this firm grow into one of the region’s most trusted names in financial planning. Now, due to continued expansion, they’re offering an outstanding opportunity for a dedicated Adviser to take over an existing portfolio of loyal clients.

Why This Financial Adviser Role Stands Out:

• Step into a ready-made client bank and focus on what you do best—delivering meaningful, long-term advice.
• Join a team of highly professional Advisers who are supported by dedicated Admin and Paraplanning staff, allowing you to focus on client strategy and outcomes.
• Work within a culture that prioritizes people, not products—most new business comes through referrals and strong client retention.
• Enjoy hybrid working, generous benefits, and a competitive bonus structure that rewards the quality of your advice.
• Ideal for a Level 4 qualified Adviser with around three years of experience who is looking for a long-term home and the opportunity to work towards Chartered status.

If you're a Financial Adviser who values integrity, collaboration, and client-focused planning, this could be the perfect next chapter in your career.

Please contact Laura at Financial Divisions to apply