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
- Maintain high client retention through proactive servicing and relationship management
- Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
- Identify opportunities to grow AUM through referrals and network building
- Collaborate with peers across the business to share best practice and enhance client outcomes
Requirements
- Experience as a Financial Adviser/Planner
- Level 4 Diploma qualified (with Chartered status preferred or in progress)
- Proven ability to manage and grow a portfolio of HNW clients
- Strong knowledge of financial planning strategies, and retirement income solutions
- Exceptional communication and interpersonal skills
Benefits:
- Company pension scheme
- Private medical insurance
- Income protection
- Full paraplanning and administrative support
- Annual CPD budget
- Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
- Flexible, hybrid working structure
Success Metrics
- Seamless client transition and retention during the handover period
- Maintenance and growth of the £50m AUM client base
- High levels of client satisfaction and engagement
- New business generation through referrals and networking
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