Overview
Inherited HNW Client Bank • Full Paraplanning & Admin Support
Step Into a Role with Clients Waiting for You
Tired of chasing leads? This opportunity gives you an established portfolio of high-net-worth clients, ready to be nurtured. You'll join a Chartered, client-first wealth management firm that's built its reputation on trust, referrals, and long-term success - not product pushing.
This is your chance to do real financial planning: holistic, ethical advice delivered to loyal clients who value your expertise. With paraplanning and admin support built in, you can focus on relationships, strategy, and growing your career.
The Role
* Manage and develop an inherited book of HNW clients
* Deliver bespoke advice across investments, pensions, tax & estate planning
* Build new opportunities through referrals and professional partnerships
* Collaborate with paraplanners and support staff for seamless client service
* Keep ahead of market, product, and regulatory changes
About You
* Experienced Financial Adviser/Wealth Planner with a track record of success
* Skilled in advising high-net-worth individuals and families
* Strong relationship-builder with a client-first approach
* Diploma Level 6 or Chartered Financial Planner (or working towards)
* Ethical, ambitious, and team-focused
What 27;s On Offer
* Salary up to £70,000 benefits bonuses
* Realistic earnings uplift via established client revenues
* An inherited HNW client bank - no cold-start required
* Full paraplanning & admin support
* Structured career progression & professional development
* A respected firm with a collaborative, values-driven culture
Apply Today
If you're an ambitious Wealth Planner who wants to step into a ready-made client base and grow your career in a supportive, high-performing firm - we want to hear from you.
Apply now by sending your CV to Ryan at FInancial Divisions
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