Independent Financial Adviser — Inherit £40m AUM, Hybrid in Cornwall

Independent Financial Adviser — Inherit £40m AUM, Hybrid in Cornwall

Cornwall Full-Time 75000 - 75000 £ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Provide holistic financial planning advice and manage a £40m client bank.
  • Company: Established financial firm in Launceston with a strong reputation.
  • Benefits: Competitive salary up to £75,000, bonuses, and hybrid work model.
  • Other info: Comprehensive support for your Chartered status and career development.
  • Why this job: Join a supportive team and grow your career while maintaining work-life balance.
  • Qualifications: Experience in financial advising and a passion for helping clients.

The predicted salary is between 75000 - 75000 £ per year.

Financial Divisions is seeking an Independent Financial Adviser to join their established firm in Launceston, UK. You'll inherit an existing client bank of approximately £40m AUM and provide holistic financial planning advice across various sectors.

This role offers:

  • a competitive salary up to £75,000
  • an excellent bonus structure
  • a hybrid working model that emphasizes work-life balance

You will have comprehensive administrative and paraplanning support, along with dedicated study support for your Chartered status.

Independent Financial Adviser — Inherit £40m AUM, Hybrid in Cornwall employer: Financial Divisions

Financial Divisions is an exceptional employer, offering a supportive work culture that prioritises work-life balance through a hybrid working model. With competitive salaries and a robust bonus structure, employees benefit from comprehensive administrative support and dedicated study assistance for professional growth, making it an ideal environment for Independent Financial Advisers looking to thrive in their careers while managing a substantial client portfolio in Launceston.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Independent Financial Adviser — Inherit £40m AUM, Hybrid in Cornwall

Communication Skills
Problem-Solving Skills
Adaptability
Team Collaboration
Stakeholder Management
Client Relationship Management
Financial Reporting