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Our client is a well-established and highly respected name in the UK Private Client Wealth Management sector. Over the past decade, they’ve grown both organically and through strategic acquisitions, and we've proudly supported their recruitment needs at all levels during that time.
They are now seeking a Financial Adviser to take over a client book worth approximately £30 million AUM, recently acquired through a business acquisition. This is a servicing-focused role where the emphasis is on delivering high-quality, holistic financial advice to existing clients and their families.
What makes this role stand out:
- No cold calling or business development - all clients are provided.
- Your primary focus in year one will be building relationships and developing a deep understanding of each client’s goals and financial aspirations.
- The role encompasses advice across investments, pensions, and protection, with a long-term, planning-led approach.
What they’re looking for:
- A Financial Adviser with 3+ years of experience in delivering regulated financial advice.
- Someone who values client relationships and service excellence over sales targets.
- A strong communicator who takes pride in providing personalised, thoughtful advice.
The firm offers:
- A structured technical development programme to support your growth.
- Study support for those looking to pursue Chartered status (though not mandatory).
- A supportive, professional environment with minimal KPI pressure.
- A clear route to long-term career progression within a growing and dynamic business.
If you're ready for a Financial Adviser role that allows you to focus on service, relationship-building, and making a real difference in your clients' lives, we’d love to hear from you.
For more details, please send your CV to Sam at Financial Divisions.
