Wealth Advisor: Inherit 40-45m AUM, Cornwall

Premier Jobs UK Limited; Pendoggett; Vor Ort; GBP 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Bonus scheme

Full benefits package

Adviser fee split

Income support during transition

Business development support

Handover period

Administrative & compliance support

Investment platforms access

Flexible working

Zusammenfassung

Premier Jobs UK Limited is seeking an experienced Financial Adviser to take over an established Cornwall client bank, with approximately £40-45 million in funds under management. The role offers both employed and self-employed options, with a warm handover from the retiring adviser to be completed in early 2026.

The firm provides comprehensive support, an attractive salary range (£50,000-£75,000 depending on allocation), a bonus scheme, and full benefits.

Qualifikationen

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

Aufgaben

• Provide financial advice to valued clients across Cornwall and surrounding regions.
• Inherit and manage approximately £40-45 million in funds under management.
• Develop relationships and grow the client book with flexible structure.

Kenntnisse

Client relationships

Business development

Holistic advice

Ausbildung

Level 4 Diploma in Financial Planning

Jobbeschreibung

Premier Jobs UK Limited is seeking an experienced Financial Adviser to take over an established Cornwall client bank, with approximately £40-45 million in funds under management. The role offers both employed and self-employed options, with a warm handover from the retiring adviser to be completed in early 2026.

The firm provides comprehensive support, an attractive salary range (£50,000-£75,000 depending on allocation), a bonus scheme, and full benefits.