Financial Advisor

Are you an experienced Financial Advisor ready to take ownership of an established client bank with a reputable wealth management firm? This Financial Advisor position offers immediate impact and genuine career progression.

As a Financial Advisor, you'll be responsible for approximately 170 households representing £40-45 million in funds under management. This opportunity has arisen following a director's exit, meaning the clients and validation work are already in place – you can focus on what you do best: building relationships and delivering exceptional financial advice.

What makes this Financial Advisor role special?

- Established client bank requiring immediate attention from a dedicated Financial Advisor

- Office-based role where most clients prefer face-to-face meetings

- All validation already completed on transferred funds

- Supportive team environment with full administrative backing

- Real opportunity to make this role your own from day one

The company values advisors who are passionate about client service and writing new business. You'll have the autonomy to manage your client relationships while benefiting from comprehensive back-office support.

Financial Advisor Requirements

Essential:

- Proven track record in financial advisory

- Experience managing client relationshi...