Financial Advisor

FM JOBS LIMITED; Lostwithiel; Hybrid; GBP 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Bonus scheme

Self-employed option available

Zusammenfassung

Premier Jobs UK is seeking an experienced Financial Adviser to inherit an established client bank in Cornwall, with approximately £40-45 million funds under management from a retiring adviser.

The role offers employed or self-employed options, a warm handover, and flexible working arrangements across Cornwall. The handover continues until early 2026, allowing you to meet clients and grow relationships before the exit.

Qualifikationen

• Qualified to Level 4 Diploma in Financial Planning (or equivalent).
• Proven track record managing client relationships.
• Strong capability in client retention and relationship development.

Aufgaben

• Provide holistic financial advice to clients.
• Build and manage relationships with an inherited client bank.

Kenntnisse

Client relationships

Relationship development

Holistic financial advice

Ausbildung

Level 4 Diploma in Financial Planning

Jobbeschreibung

Are you an experienced Financial Adviser seeking a rare opportunity to inherit an established client bank in Cornwall? This Financial Adviser job offers the chance to take on approximately £40-45 million in funds under management from a retiring adviser.

A well-established wealth management firm is seeking a talented Financial Adviser to provide for valued clients across the Cornwall region, extending from Truro towards Exeter. This represents a significant career opportunity for the right individual.

What makes this Financial Adviser role special:

This Financial Adviser position offers genuine flexibility in how you structure your career. Whether you're seeking employed status with a competitive salary or prefer a self-employed arrangement, both options are available. The retiring adviser is committed to a warm handover process, allowing you to meet clients and build relationships before they officially exit in early 2026.

The client bank has been personally managed for many years and represents a well-established, manageable portfolio. Depending on your profile and preferences, you could inherit the entire book or share the opportunity with another adviser. This flexibility means we can tailor the Financial Adviser opportunity to match your circumstances and ambitions.

For employed Financial Advisers , validation requirements would be substantially met through the inherited client bank alone, allowing you to focus on relationship management and organic growth.

Financial Adviser Requirements

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

Desirable

• Experience managing established client banks
• Knowledge of the Cornwall region

The Company

A progressive, wealth management firm experiencing significant growth. They offer comprehensive support infrastructure, established investment propositions, and opportunities for career development within an expanding national business.

Financial Adviser Benefits

• Employed option: Competitive salary £50,000-£75,000 (dependent on allocation), bonus scheme, full benefits package
• Self-employed option: Attractive ongoing adviser fee split, guaranteed income support during transition, business development support
• Comprehensive handover period with retiring adviser
• Full administrative and compliance support
• Access to established investment platforms and centralised propositions
• Flexible working arrangements

Location

This Financial Adviser role is based across Cornwall and the surrounding region. Candidates should be comfortable with the geography of Cornwall and ideally be based within, or willing to relocate to, the area such as Turo and Launceston.

Ready to take the next step in your career?

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.