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An exciting opportunity to join a growing boutique Independent Financial Adviser firm located on the Devon/Somerset border. As a Financial Adviser, you will inherit a portfolio of approximately 100 clients, generating significant business revenue. This role offers the chance to expand your client base further while working within a supportive environment that values growth and development. If you're looking to make a meaningful impact in your career and help clients achieve their financial goals, this position is perfect for you.
This employed, Independent Financial Adviser job provides opportunity to join a boutique, IFA firm due to continued growth across the business. Our client is based on the Devon / Somerset border, so happy to consider Financial Advisers based in Devon or Somerset.
Upon joining, you will be provided with approximately 100 clients, generating around £15m - £20m, with a view to continue passing over other clients.