Financial Adviser – Inherit £60m Client Book | Arundel | £60k–£85k + Bonus + LTIP
A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development.
Work Type: Hybrid (2–3 days per week office/client meetings)
Salary up to £85,000, realistic bonus potential earnings £110,000
This is a rare opportunity to inherit a well-maintained client book with c.£60 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition.
The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support.
Responsibilities
* Take over an established portfolio of high-value clients (circa £60m AUM)
* Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning
* Maintain high client retention through proactive servicing and relationship management
* Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
* Identify opportunities to grow AUM through referrals and network building
* Collaborate with peers across the business to share best practice and enhance client outcomes
Requirements
* Experience as a Financial Adviser/Planner
* Level 4 Diploma qualified (with Chartered status preferred or in progress)
* Proven ability to manage and grow a portfolio of HNW clients
* Strong knowledge of financial planning strategies, and retirement income solutions
* Exceptional communication and interpersonal skills
Benefits:
* Company pension scheme
* Private medical insurance
* Income protection
* Full paraplanning and administrative support
* Annual CPD budget
* Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
* Flexible, hybrid working structure
Success Metrics
* Seamless client transition and retention during the handover period
* Maintenance and growth of the £60m AUM client base
* High levels of client satisfaction and engagement
* New business generation through referrals and networking
How to Apply
Interviews are ongoing. The process includes an initial management interview via teams so you can understand the full offering
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