Inherit £40m Book: Flexible Financial Advisor (Cornwall)

FM JOBS LIMITED; Lostwithiel; Hybride; GBP 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Bonus scheme

Self-employed option available

Résumé du poste

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.

Qualifications

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

Responsabilités

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

Connaissances

Client relationships

Relationship development

Holistic financial advice

Formation

Level 4 Diploma in Financial Planning

Description du poste

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.