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- Tasks: Manage an established client portfolio and provide tailored financial advice.
- Company: Renowned Chartered financial planning firm with a personal, client-first approach.
- Benefits: Competitive salary up to £60,000, bonuses, and excellent company benefits.
- Why this job: Inherit a loyal client base and build meaningful relationships while making a real impact.
- Qualifications: Experience in financial advising and strong relationship-building skills.
- Other info: Supportive environment with a dedicated team for exceptional client service.
The predicted salary is between 43200 - 72000 £ per year.
Financial Adviser – Client book provided
Financial Adviser – Client book provided
6 days ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
We’re delighted to be working with a leading Chartered financial planning firm in Exeter, renowned for offering bespoke, high-quality advice to high-net-worth clients. This boutique practice has been a trusted name in the region for many years and takes pride in its truly personal, client-first approach.
Due to an experienced Adviser retiring from the industry, an exciting opportunity has arisen for an experienced Financial Adviser to join the business and take over an established client portfolio generating around £300,000 in recurring income.
This is a fantastic opportunity for an Adviser who enjoys building meaningful, long-term relationships and wants to focus on delivering quality advice. You’ll inherit a loyal client base and have access to a steady stream of ongoing leads – the client has close working relationships a number of local accountants and solicitors.
You’ll be supported by a highly experienced team of Paraplanners and IFA Administrators, allowing you to focus on providing exceptional advice and maintaining outstanding client relationships.
The Role:
- Take ownership of an existing, well-maintained client book
- Provide holistic financial planning advice across investments, pensions, and protection
- Nurture strong, long-term relationships with HNW clients
- Work collaboratively with internal teams, accountants, and solicitors to deliver joined-up financial solutions
What’s on offer:
- Basic salary up to £60,000 (DOE)
- Bonuses and excellent company benefits
- A fully supported environment with strong technical and administrative backing
- A rare opportunity to inherit a substantial client bank and build a long-term career with a Chartered firm
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Financial Adviser – Client book provided employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser – Client book provided
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. You never know who might have a lead or insight that could help you land that perfect role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with recruiters or during interviews, make sure to highlight your experience and success stories. Use specific examples of how you've built relationships and provided exceptional advice to clients. This will set you apart from the competition.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your fit for the role. It shows you're genuinely interested and keeps you top of mind.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team. Don’t miss out on the chance to take over that established client portfolio – get your application in today!
We think you need these skills to ace Financial Adviser – Client book provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your client relationship management and financial planning expertise to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about providing bespoke financial advice and how you can nurture long-term relationships with high-net-worth clients.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s growing a client portfolio or delivering exceptional service, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at mbf
✨Know Your Client Book
Before the interview, take some time to familiarise yourself with the existing client book you'll be inheriting. Understand the demographics and needs of these high-net-worth clients, as well as any specific financial products they may be using. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Showcase Your Relationship-Building Skills
Since this role focuses on nurturing long-term relationships, prepare examples from your past experiences where you've successfully built rapport with clients. Be ready to discuss how you maintain those relationships and provide exceptional service, as this is key to thriving in a client-first environment.
✨Collaborate and Communicate
Highlight your ability to work collaboratively with internal teams, accountants, and solicitors. Prepare to discuss how you've effectively communicated complex financial concepts in the past, ensuring all parties are aligned. This will demonstrate your capability to deliver joined-up financial solutions.
✨Prepare for Technical Questions
Brush up on your knowledge of holistic financial planning, including investments, pensions, and protection. Expect technical questions that assess your expertise in these areas. Being well-prepared will not only boost your confidence but also showcase your commitment to providing quality advice.
