The Opportunity Castle Wealth is looking for an Independent Financial Adviser to take responsibility for an established and manageable client bank within our growing independent financial planning business. Unlike many adviser roles, there is no requirement to build a client bank from scratch or rely on self-generated new business . Your primary focus will be on providing high-quality advice, developing long-term client relationships and identifying planning opportunities within an existing portfolio of clients. You will be supported by experienced paraplanning and administration teams, allowing you to spend more of your time working with clients and delivering advice. We are open to candidates at different stages of their advisory career. This could suit a developing adviser looking for the opportunity to take responsibility for an established client bank, or an experienced adviser looking for a high-quality servicing role without the pressure of continually generating new clients. The Role You will take responsibility for managing and developing relationships with an existing client bank, delivering structured annual and interim reviews and ensuring clients continue to receive suitable, valuable and proactive financial advice. Your responsibilities will include: Managing and developing long-term relationships with existing cl...
Independent Financial Adviser – Established Client Bank in Essex employer: Castle Wealth Ltd Careers
Castle Wealth is an exceptional employer that prioritises the professional growth and well-being of its Independent Financial Advisers. With a focus on high-quality client service, our supportive work culture allows you to manage an established client bank without the pressure of generating new business, while benefiting from flexible working arrangements and comprehensive administrative support. We are committed to your career development, offering clear pathways for progression and the potential for equity participation for outstanding performers in the vibrant Hertfordshire and Essex regions.
