At a Glance
- Tasks: Manage a substantial client bank and provide tailored financial advice.
- Company: A progressive wealth management firm with a strong growth trajectory.
- Benefits: Competitive salary, bonus scheme, flexible working, and comprehensive support.
- Other info: Enjoy a supportive environment with excellent career development opportunities.
- Why this job: Inherit an established client base and shape your career path.
- Qualifications: Level 4 Diploma in Financial Planning and proven client relationship skills.
The predicted salary is between 49500 - 60500 £ per year.
Are you an experienced Financial Adviser seeking a rare opportunity to inherit an established client bank in Cornwall? This Financial Adviser job offers the chance to take on approximately £40-45 million in funds under management from a retiring adviser. A well-established wealth management firm is seeking a talented Financial Adviser to provide for valued clients across the Cornwall region, extending from Truro towards Exeter. This represents a significant career opportunity for the right individual.
What makes this Financial Adviser role special:
- This Financial Adviser position offers genuine flexibility in how you structure your career. Whether you're seeking employed status with a competitive salary or prefer a self-employed arrangement, both options are available.
- The retiring adviser is committed to a warm handover process, allowing you to meet clients and build relationships before they officially exit in early 2026.
- The client bank has been personally managed for many years and represents a well-established, manageable portfolio.
- Depending on your profile and preferences, you could inherit the entire book or share the opportunity with another adviser.
- This flexibility means we can tailor the Financial Adviser opportunity to match your circumstances and ambitions.
For employed Financial Advisers, validation requirements would be substantially met through the inherited client bank alone, allowing you to focus on relationship management and organic growth.
Financial Adviser Requirements
- Essential:
- Qualified to Level 4 Diploma in Financial Planning (or equivalent)
- Proven track record managing client relationships and delivering holistic financial advice
- Strong capability in client retention and relationship development
- Desirable:
- Experience managing established client banks
- Knowledge of the Cornwall region
The Company
A progressive, wealth management firm experiencing significant growth. They offer comprehensive support infrastructure, established investment propositions, and opportunities for career development within an expanding national business.
Financial Adviser Benefits
- Employed option: Competitive salary £50,000-£75,000 (dependent on allocation), bonus scheme, full benefits package
- Self-employed option: Attractive ongoing adviser fee split, guaranteed income support during transition, business development support
- Comprehensive handover period with retiring adviser
- Full administrative and compliance support
- Access to established investment platforms and centralised propositions
- Flexible working arrangements
Location
This Financial Adviser role is based across Cornwall and the surrounding region. Candidates should be comfortable with the geography of Cornwall and ideally be based within, or willing to relocate to, the area.
Ready to take the next step in your career? Apply now to discuss this exceptional Financial Adviser opportunity in confidence.
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