Financial Planner - Client book provided

ZipRecruiter; Minehead; On-site; GBP 65,000 - 75,000; Full time

Job summary

A leading financial planning firm seeks an experienced Financial Adviser to inherit a £40M client portfolio. This role emphasizes delivering exceptional client service and fostering growth through relationships and referrals, within a supportive and collaborative environment.

Benefits

Ongoing development opportunities

Performance-related bonuses

Regular client introductions and warm leads

Qualifications

• Minimum of 2 years' experience as a Financial Adviser.
• Proven ability to manage and grow client relationships.
• Strong knowledge of financial planning, investment products, and retirement strategies.

Responsibilities

• Deliver tailored, holistic financial advice to a diverse client base.
• Maintain and strengthen long-term relationships with clients.
• Stay updated with regulatory changes and market trends.

Skills

Interpersonal skills

Communication skills

Problem-solving skills

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

mbf are proud to be partnering with a well-established, fully independent financial planning firm known for delivering holistic advice and maintaining an outstanding reputation across Devon and Somerset. Due to a recent acquisition, the business is now looking to appoint an experienced Financial Adviser to take over a substantial existing client book valued at approximately £40M AUM.

This is a rare opportunity to join a professional, client-focused team and inherit a loyal portfolio. Your primary objective will be to deliver outstanding service, ensuring high levels of client retention, while also identifying opportunities to organically grow the book through referrals and professional introducers.

Key Responsibilities

• Deliver tailored, holistic financial advice to a diverse client base in line with their individual needs and goals.
• Maintain and strengthen long-term relationships, earning client trust and ensuring continued satisfaction.
• Keep up to date with regulatory changes, market trends, and best practices to ensure compliant and effective advice.

Requirements

• A minimum of 2 years' experience as a Financial Adviser, ideally in an independent setting.
• Proven ability to manage and grow client relationships.
• Strong knowledge of financial planning, investment products, and retirement strategies.
• Excellent interpersonal, communication, and problem-solving skills.
• Level 4 Diploma in Financial Planning (or equivalent) is essential.

What’s on Offer

• Inheritance of a large, loyal client book (approx. £40M AUM).
• A collaborative, supportive working environment with ongoing development opportunities.
• Basic salary of circa £65,000 (negotiable depending on experience) plus performance-related bonuses.
• Access to regular client introductions and warm leads to support continued business development.