Financial Planner - Succession Opportunity

mbf; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in the UK seeks an experienced Financial Planner to inherit a prestigious client book managing approximately £700k of recurring income from ultra-high-net-worth families. This role offers mentorship during the transition with the current adviser, focusing on exceptional client service and relationship management. Ideal candidates will have the ability to build long-term relationships and develop the portfolio further. This position is home-based with flexible options.

Qualifications

• Experience in financial planning or advisory roles.
• Ability to build long-term relationships with ultra-high-net-worth families.
• Strong client service and relationship management skills.

Responsibilities

• Inherit and manage a high-quality client book.
• Develop and grow the existing portfolio of ultra-high-net-worth families.
• Work closely with the current adviser during the transition.

Job description

Job Description

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long‑term relationships with ultra‑high‑net‑worth families?

This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition.

The Opportunity

You’ll take over a well‑established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years.

Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book.

The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further.

Key Details

• Fully serviced client bank provided – c.200 UHNW families
• Recurring income circa £700k
• Full handover and mentoring period from the existing adviser (retiring 2027)

Home‑based role with flex...