Financial Adviser - Client book provided
Financial Adviser - Client book provided

Financial Adviser - Client book provided

Exeter Full-Time 60000 £ / year No home office possible
M

Financial Adviser – Existing Client Book & Growth Opportunity Location: Devon Salary: Competitive, tailored to the right candidate + Bonuses and Benefits A rapidly growing, well-backed financial planning firm is looking to recruit an experienced Financial Adviser to take over an established client book and play a key role in the firm’s expansion. The Opportunity: * Take over a recently acquired client book with recurring income of approximately £120,000. * Significant potential to grow recurring revenue and expand the book, particularly among a strong client base of medical professionals. * Work within a firm that combines strategic acquisitions and organic growth to become a market leader. * Leverage cutting-edge AI technology designed to enhance client service and streamline back-office functions. * Benefit from full administrative and paraplanning support, allowing complete focus on client relationships. What’s on Offer: * Flexible base salary and package, tailored to attract top talent. * Strong leadership team with a proven track record in wealth management. * A forward-thinking firm that embraces technology-led financial advice. * Genuine career progression opportunities in a rapidly growing business. This is an excellent opportunity for a skilled Financial Adviser looking to inherit a high-quality client book while benefiting from cutting-edge technology and a strong support structure

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Contact Detail:

MB Fitzgerald Recruiting Team

Financial Adviser - Client book provided
MB Fitzgerald
M
  • Financial Adviser - Client book provided

    Exeter
    Full-Time
    60000 £ / year

    Application deadline: 2027-03-09

  • M

    MB Fitzgerald

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