At a Glance
- Tasks: Manage a £40-45 million client bank and build lasting relationships.
- Company: Premier Jobs UK, offering a supportive and flexible work environment.
- Benefits: Flexible arrangements, admin support, and access to investment platforms.
- Other info: Opportunity for growth with a warm handover until 2026.
- Why this job: Inherit an established client base and make a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Premier Jobs UK is seeking a Financial Adviser to inherit an established Cornwall client bank with about £40–45 million under management from a retiring adviser. The opportunity offers employed or self-employed arrangements, with a warm handover through early 2026 to meet clients before exit.
The firm provides flexible setup, admin and compliance support, access to investment platforms, and the chance to serve clients across Cornwall from Truro toward Exeter, tailoring the role to your needs.
Financial Adviser: Inherit £40-45M Book, Flexible Path in Helland employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
