FM JOBS LIMITED is seeking an experienced Financial Adviser to inherit an established client bank in Cornwall, taking on approximately £40-45 million in assets under management. The role offers flexibility between employed or self-employed arrangements and a generous handover with the retiring adviser to ensure a smooth transition in early 2026.
The candidate should have a Level 4 Diploma in Financial Planning, a proven track record in holistic financial advice, and strong client relationship
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Inheriting Client Bank Wealth 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.
