Company Overview
We’re hiring on behalf of an independent wealth management firm with a longstanding reputation for delivering holistic, client-led financial planning. Known for its high standards and relationship-driven service, the firm is seeking a Senior Financial Advisor to take over a well-established portfolio of clients as part of a structured succession plan.
About the Opportunity
This is a unique opportunity to step into a high-trust advisory role with an existing client base. As a senior advisor plans for a gradual retirement, you will be introduced to their clients through a carefully managed handover process, ensuring stability and continuity. This is a role for an experienced adviser who understands the importance of relationships, trust, and long-term planning.
You’ll be supported by an experienced paraplanning, investment, and operations team, allowing you to focus on delivering outstanding advice and service.
Responsibilities
- Take ownership of a high-quality client portfolio through a phased and supported transition
- Deliver independent financial advice across pensions, investments, estate planning, protection, and tax-efficient strategies
- Conduct comprehensive client reviews, including cash flow forecasting, risk assessment, and long-term planning
- Maintain strong relationships with clients and their families, acting as their long-term trusted adviser
- Ensure advice is fully compliant with FCA regulations and internal governance standards
- Identify opportunities for deeper planning and referrals within the existing book
- Collaborate with internal teams to ensure seamless client experience
Requirements
- Level 4 Diploma in Regulated Financial Planning (minimum)
- Experience managing a client book in a regulated, independent advice environment
- Strong knowledge of pensions, investments, tax wrappers, IHT planning, and holistic advice
- Excellent relationship-building and communication skills
- High personal integrity, discretion, and a client-centric mindset
- Comfortable transitioning into an existing relationship and maintaining long-term trust
- Familiarity with financial planning tools (e.g., Voyant, CashCalc), CRMs, and compliance systems
Benefits
- Inherit a high-value, loyal client portfolio with long-term growth potential
- Phased handover with full support from the retiring adviser
- Competitive base salary (£60,000–£80,000 depending on experience)
- Bonus or revenue share scheme linked to retention and performance
- Long-term opportunity for equity or leadership for the right candidate
- Hybrid working with flexibility to meet client and business needs
- Full paraplanning, admin, compliance, and investment support provided
- Structured CPD and support toward Chartered status
- Supportive, values-led working culture with long-term career stability