Financial Adviser – Inherited Client Bank (Servicing Role)
Location: Hove
Salary: Competitive Basic + Bonus + Full Support
Job Type: Full-Time, Permanent
The Role
Our client, a well-established Independent Financial Planning firm based in Hove, is looking for an experienced Financial Adviser to take over a fully serviced client bank from a retiring IFA. This is a rare opportunity to inherit a loyal portfolio with strong ongoing fee income and no cold prospecting or self-generation expected.
This position is ideal for an Adviser who thrives on client relationships, ongoing servicing and delivering holistic financial planning without the pressure of chasing new business.
Key Responsibilities
1. Service and develop an existing book of clients
2. Deliver advice across pensions, investments, protection and retirement planning
3. Conduct regular reviews and ensure ongoing suitability
4. Build long-term relationships based on trust and professionalism
5. Work closely with the internal paraplanning and admin teams for smooth delivery
Candidate Requirements
6. Level 4 Diploma qualified (minimum)
7. Proven experience as an IFA / Financial Adviser
8. Strong client-service mindset with excellent communication skills
9. Ethical, professional and relationship-focused
What’s On Offer
10. Warm inherited client bank from day one
11. Paraplanning and admin support included
12. Competitive basic salary + bonus
13. Hybrid working (Hove base)
14. Supportive, settled business with an excellent reputation