Financial Planner

Financial Adviser – Inherit £50m Client Book | Arundel | £60k–£85k + Bonus + LTIP A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development. Work Type: Hybrid (1 day per week office/client meetings) Salary up to £85,000, realistic bonus potential earnings £110,000 This is a rare opportunity to inherit a well-maintained client book with c.£50 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition. The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support. Responsibilities Take over an established portfolio of high-value clients (circa £50m AUM) Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning Mai...