Financial Adviser | Bristol, Bath, or Taunton
Inherited Clients | £70,000 basic salary + bonus
Full Admin & Paraplanning Support
Are you an experienced Financial Adviser looking for a fresh challenge, or a Chartered Paraplanner ready to make the transition into advice?
We're working exclusively with a highly respected wealth management firm undergoing an exciting period of growth and succession planning. Following a recent acquisition and several planned retirements over the next 12 months, the business is looking to appoint multiple advisers across the South West varying in experience.
Unlike many advisory opportunities, this role offers the chance to inherit an established client bank from day one, allowing you to focus on delivering advice and building relationships rather than spending years generating clients from scratch.
What's on Offer?
* Recurring income stream from inherited clients
* Typical adviser earnings circa £80,000 OTE
* Additional earnings from new business generation
* Full paraplanning and administrative support
* Strong lead flow and client continuity
* Structured succession planning programme
* Supportive and collaborative culture
* Access to experienced Chartered Financial Planners
Who Could This Suit?
Experienced Financial Advisers
* Looking to move away from a larger consolidator environment
* Seeking greater client focus and long-term stability
* Unable to bring clients but still wanting a strong platform to succeed
Senior / Chartered Paraplanners
* Chartered or working towards Chartered status
* Looking to make their first move into an advisory position
* Wanting a structured and supported route into advice
The business has invested significantly in adviser development and mentoring, offering a comprehensive training programme designed to help advisers build long-term, sustainable careers.
You’ll work alongside experienced and Chartered advisers, receive ongoing coaching and benefit from a structured transition into the role.
Benefits
* 5% contribution to pension
* Private medical Insurance
* 4 x death in service
* 2 x critical illness
* 65% income protectionAnnual bonus
This isn't a role where you'll be expected to build everything from scratch. Instead, you'll join a business committed to supporting advisers through dedicated resources, strong technical support and a clear long-term growth plan.
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