For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
Are you an experienced Financial Adviser seeking a rare opportunity to inherit an established client bank in Cornwall? This Financial Adviser job offers the chance to take on approximately £40-45 million in funds under management from a retiring adviser.
A well-established wealth management firm is seeking a talented Financial Adviser to provide for valued clients across the Cornwall region, extending from Truro towards Exeter. This represents a significant career opportunity for the right individual.
What makes this Financial Adviser role special:
This Financial Adviser position offers genuine flexibility in how you structure your career. Whether you're seeking employed status with a competitive salary or prefer a self-employed arrangement, both options are available. The retiring adviser is committed to a warm handover process, allowing you to meet clients and build relationships before they officially exit in early 2026.
The client bank has been personally managed for many years and represents a well-established, manageable portfolio. Depending on your profile and preferences, you could inherit the entire book or share the opportunity with another adviser. This flexibility means we can tailor the Financial Adviser opportunity to match your circumstances and ambitions. xgikmsk
For employed Financial Advisers, validation requirements would be substantially met through the inherited client bank alone, allowing you to focus on relationship management and organic growth.
Financial Adviser Requirements
Essential:
- Qualified to Level 4 Diploma in Financial Planning (or equivalent)
- Proven track record
Please click on the apply button to read the full job description
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