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Financial Adviser - Take Over an Established Client Bank - Bath/Hybrid - £60,000 - £70,000 plus..

Financial Divisions
Posted 8 days ago, valid for 6 days
Location

Bath, Somerset BA2 2QH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This position is for an experienced Financial Adviser focusing on real client relationships rather than sales targets.
  • The role offers a competitive salary along with a generous bonus structure and exceptional benefits.
  • Candidates should have around three years of experience and be Level 4 qualified.
  • The firm provides a ready-made client bank and a supportive team environment, prioritizing client strategy and outcomes.
  • This opportunity is ideal for those seeking a long-term career in a client-centric Wealth Management firm.

Plus: Competitive Bonus & Exceptional Benefits

Are you an experienced Financial Adviser looking to focus on real client relationships rather than relentless sales targets? This is a rare opportunity to step into a warm client bank with a highly respected, client-centric Wealth Management firm that prides itself on delivering holistic, jargon-free advice.

With nearly a decade of collaboration, we’ve watched this firm grow into one of the region’s most trusted names in financial planning. Now, due to continued expansion, they’re offering an outstanding opportunity for a dedicated Adviser to take over an existing portfolio of loyal clients.

Why This Financial Adviser Role Stands Out:

  • Step into a ready-made client bank and focus on what you do best—delivering meaningful, long-term advice.
  • Join a team of highly professional Advisers who are supported by dedicated Admin and Paraplanning staff, allowing you to focus on client strategy and outcomes.
  • Work within a culture that prioritizes people, not products—most new business comes through referrals and strong client retention.
  • Enjoy hybrid working, generous benefits, and a competitive bonus structure that rewards the quality of your advice.
  • Ideal for a Level 4 qualified Adviser with around three years of experience who is looking for a long-term home and the opportunity to work towards Chartered status.

If you're a Financial Adviser who values integrity, collaboration, and client-focused planning, this could be the perfect next chapter in your career.

Please contact Laura at Financial Divisions to apply

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.