Job Description
Client Bank Handover – Approx. £30m AUM
The Opportunity
My client, a highly reputable and forward-thinking independent wealth management firm, is seeking an experienced Independent Financial Adviser with 3–5 years’ advisory experience to join their established team.
This is a rare and exceptional opportunity: due to an upcoming retirement, you will inherit a substantial, loyal client portfolio with an AUM of approximately £30 million, providing a strong foundation of ongoing advice fees and relationship continuity.
You will be joining a firm known for its ethical approach, robust compliance culture, and long-standing client relationships. Full paraplanning and administrative support are provided, allowing you to focus on delivering high-quality advice and growing your client base further.
The Role
• Provide holistic, independent financial planning advice to an inherited portfolio of high-quality clients
• Build long-term relationships and deliver an exceptional client experience
• Manage and grow an AUM of approx. £30m, with strong ongoing fee income
• Identify new opportunities within both the existing book and new enquiries
• Work collaboratively with internal support teams to ensure seamless client journeys
• Stay up to date with regulatory requirements, market developments, and product knowledge
About You
• Currently an adviser with 3–5 years’ experience providing regulated financial advice
• Level 4 Diploma in Regulated Financial Planning (Chartered status not required)
• Strong relationship-building skills and a client-centric approach
• Commercially aware, proactive, and committed to delivering high standards of advice
• Comfortable managing and growing a significant AUM
• Seeking long-term career progression within a stable, well-respected firm
What’s on Offer
• Basic salary circa £60,000
• Inheritance of a quality client bank (approx. £30m AUM)
• Attractive bonus/commission structure
• Full paraplanning and admin support
• Long-term progression opportunities
• Supportive, collaborative culture with excellent reputation in the market
• Strong infrastructure for both client and adviser success
If you’re an ambitious Adviser ready to step into a role with immediate AUM, long-term stability, and excellent career prospects, my client would love to hear from you.
Please contact Sam at Financial Divisions.