Financial Advisor

William Highbourne Wealth Management Ltd; Woodbury; On-site; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Car allowance

Pension 5%

Death in service

25 days holiday

Flexible working

Employee benefits platform

Job summary

William Highbourne Wealth Management is seeking an employed Financial Adviser to join their East Devon practice. You’ll take on an established book from day one, with no self-generation required, and work alongside two Chartered principals.

The package includes a £60,000 basic salary, 25% of initial fees from the first pound, car allowance and a 5% pension, with expected earnings around £82k in year one and £100k+ by year three, plus 25 days holiday and flexible working anchored near Woodbury.

Qualifications

• Level 4 Diploma or equivalent and Competent Adviser Status required.
• Experience advising clients in a regulated environment (IFA/wealth management preferred).
• Commitment to pursuing Chartered progression funded by the firm.

Responsibilities

• Advise and build relationships with an established client book from day one.
• Utilise firm support to focus on advice rather than administration or prospecting.
• Collaborate with two Chartered principals toward Chartered progression.

Skills

Regulatory experience

Client relationship building

Willingness to relocate

Education

Level 4 Diploma in Regulated Financial Planning or equivalent

Competent Adviser Status

Job description

William Highbourne Wealth Management is a Chartered wealth management firm in East Devon, and I am running a retained search on their behalf for an employed Financial Adviser to take on an established book of existing clients from day one. No self generation required.

This is the seat most advisers say they want and rarely get: a bank of long standing relationships handed over in good order, a firm that removes the paperwork so you can advise, and a pay structure that rewards you from the first pound rather than after a hurdle.

What you walk into

An established book of existing clients, handed over in full, with a structured twelve month plan to meet every household. New enquiries come to you from the firm's own marketing, so your job is to advise and build relationships, not to prospect. Administration and paraplanning support is being built around the adviser team so that report writing and processing sit away from your desk. You will work with two principals who are hands on, technically strong and Chartered, in a firm built on trust with its clients.

The package

Basic salary of £60,000, employed, full time, permanent. 25% of initial fees from the first pound, with no hurdle to clear. Realistic earnings of around £82,000 in year one, rising to £100,000 or more by year three as the bank grows. Basic salary progression tied to the recurring income you look after, reviewed upward only. 25 days holiday plus bank holidays. Car allowance of £400 a month. 5% pension. Death in service at six times salary. Employee benefits platform. All exam and Chartered progression costs paid. Flexible working, anchored to the Woodbury office near Exeter, M5 junction 30.

What we need from you

Level 4 Diploma in Regulated Financial Planning or equivalent, and you must currently hold Competent Adviser Status. Experience of advising your own clients in a regulated environment, ideally in an IFA or wealth management setting. A commitment to progressing to Chartered, which the firm funds. Based within a realistic commute of East Devon, or willing to relocate.

Not required

Transferable clients or assets. Chartered status on day one. A track record of self generation.