Premier Jobs UK is seeking an experienced Financial Adviser to inherit an established client bank in Cornwall, with approximately £40-45 million funds under management from a retiring adviser.
The role offers employed or self-employed options, a warm handover, and flexible working arrangements across Cornwall. The handover continues until early 2026, allowing you to meet clients and grow relationships before the exit.
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Inherit £40m Book: Flexible Financial Advisor (Cornwall) in Lostwithiel employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
