A well-established wealth management firm based in Devon is looking to engage with a Chartered Financial Adviser or someone working toward Chartered status. The business works with high-net-worth families across the Southwest and this opportunity arises due to the planned retirement of a partner. The incoming adviser would take on a well-established client book, while also playing a key role in the ongoing development of new relationships. The firm provides full paraplanning, administrative, and compliance support, creating an environment where advisers can focus on building and deepening client relationships. While the business does generate strong leads, the team adopts a growth-oriented mindset, and advisers are encouraged to attend networking events and develop professional connections to create new opportunities. There is a strong culture of collaboration and long-term thinking, and the successful individual would be joining an experienced and supportive team. This opportunity may appeal to an adviser who enjoys working closely with clients, delivering comprehensive financial planning, and playing a visible role in the community. The existing client base includes a range of high-net-worth individuals and families, and the role involves regular portfolio reviews, proactive communication, and the delivery of tailored advice across pensions, investments, tax, and estate planning. There is also scope to support business development activity and contribute to the strategic growth of the firm. We are keen to speak with experienced financial planners who have worked in a high-net-worth environment and who bring excellent communication and relationship-building skills. Chartered status is preferred, but individuals working towards this goal will also be considered. Applicants must have the right to work in the UK.