William Highbourne Wealth Management is a Chartered wealth management firm in East Devon, and I am running a retained search on their behalf for an employed Financial Adviser to take on an established book of existing clients from day one. No self generation required.
This is the seat most advisers say they want and rarely get: a bank of long standing relationships handed over in good order, a firm that removes the paperwork so you can advise, and a pay structure that rewards you from the first pound rather than after a hurdle.
What you walk into
An established book of existing clients, handed over in full, with a structured twelve month plan to meet every household. New enquiries come to you from the firm's own marketing, so your job is to advise and build relationships, not to prospect. Administration and paraplanning support is being built around the adviser team so that report writing and processing sit away from your desk. You will work with two principals who are hands on, technically strong and Chartered, in a firm built on trust with its clients.
The package
Basic salary of £60,000, employed, full time, permanent. 25% of initial fees from the first pound, with no hurdle to clear. Realistic earnings of around £82,000 in year one, rising to £100,000 or more by year three as the bank grows. Basic salary progression tied to the recurring income you look after, reviewed upward only. 25 days holiday plus bank holidays. Car allowance of £400 a month. 5% pension. Death in service at six times salary. Employee benefits platform. All exam and Chartered progression costs paid. Flexible working, anchored to the Woodbury office near Exeter, M5 junction 30.
What we need from you
Level 4 Diploma in Regulated Financial Planning or equivalent, and you must currently hold Competent Adviser Status. Experience of advising your own clients in a regulated environment, ideally in an IFA or wealth management setting. A commitment to progressing to Chartered, which the firm funds. Based within a realistic commute of East Devon, or willing to relocate.
Not required
Transferable clients or assets. Chartered status on day one. A track record of self generation.
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Financial Advisor in Woodbury employer: William Highbourne Wealth Management Ltd
William Highbourne Wealth Management Ltd offers a dynamic and supportive work environment at Woodbury Business Park, where employees are encouraged to grow into Financial Planners or Wealth Managers within a structured 2–4 year pathway. With a focus on professional development, strong mentorship, and a collaborative culture, this is an excellent opportunity for ambitious individuals to thrive in the financial services sector while enjoying the benefits of a well-respected firm.
Contact Details:
William Highbourne Wealth Management Ltd Recruitment Team
