At a Glance
- Tasks: Manage a loyal client portfolio and grow your advisory business with full support.
- Company: Dynamic wealth management firm with a people-first culture.
- Benefits: Competitive salary, discretionary bonuses, and comprehensive health coverage.
- Other info: Genuine growth potential and long-term career opportunities await you.
- Why this job: Inherit clients from day one and enjoy a flexible hybrid work model.
- Qualifications: Level 4 qualified with experience in client-facing advisory roles.
The predicted salary is between 60000 - 80000 £ per year.
Take your advisory career to the next level – inherit a loyal, established client bank and shape the future of your success.
This is your chance to join a dynamic, nationally respected wealth management firm that blends professionalism with a people-first culture.
We're looking for a qualified Financial Planner who's ready to take ownership of an active portfolio of clients (c.100 households with ~£40m AUM), while being fully supported to grow their own business pipeline – without rigid validation targets or micromanagement.
Annual bonus: £10,000 – £22,000 (discretionary, advice-fee linked)
You'll be part of a collaborative, forward-thinking team who genuinely care about doing the right thing for clients – and for each other.
If you're entrepreneurial at heart, but want the stability of recurring income, a healthy bonus structure, and full operational support behind you – this role was built for you.
What Makes This Opportunity Stand Out
- Inherit c.100 loyal clients with £40m+ AUM from day one – no cold starts here
- Work where you work best – hybrid model with just 2–3 days a week in Plymouth
- No validation hurdles – earn bonus purely on advice fees, not thresholds
- Discretionary bonus up to £22,000 per annum
- Full paraplanning & admin support – freeing you up to focus on clients
- Genuine growth potential – bring in new business and get rewarded
- Long-Term Incentive Plan (LTIP) – share in the long-term success of the firm
What We're Looking For
- Level 4 qualified (Dip PFS, Dip FA or equivalent)
- Experience in a client-facing advisory role
- Proven ability to deliver holistic advice across pensions, investments & protection
- Commercially minded with a relationship-first approach to advice
- Confident communicator with natural credibility and presence
- Familiarity with Intelligent Office (IO) is a bonus
- Flexible mindset and willingness to travel to meet clients
Package & Benefits
- LTIP participation
- 25 days holiday (increasing with service) + bank holidays
- Private Medical Insurance (single cover)
- Income Protection (75% salary after 3 months)
- Death in Service (4x salary)
- 4% matched pension contributions
Why Join?
This isn't just a job — it's a platform.
A platform to build long-term relationships, grow your client base without the pressure of starting from scratch, and enjoy a long-term career with a supportive, values-driven firm.
Whether you're stuck in a transactional role or looking for a better balance of autonomy, support, and reward — this could be your next big move.
