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�? Rare Opportunity: Take Over a Retiring Founder's Client Bank �?Financial Adviser - No Cold Calling, Just Quality Advice
Are you a client-focused Financial Adviser who dreams of walking into a warm, loyal client book—no chasing leads, no pressure to sell—just genuine, rewarding relationships? This is that role.
One of Surrey’s most respected Chartered Wealth Management firms is offering a unique opportunity: take over the portfolio of a retiring Founding Partner. These clients have been nurtured over decades—think trusted relationships, high retention, and meaningful financial planning across pensions, investments, protection, and estate planning.
?? "I’ve placed multiple professionals here over the past 10 years—every one of them is still happily employed. That says everything."
You’ll benefit from: ? A full, face-to-face handover with the retiring Adviser? A generous bonus on all income generated? Full Paraplanning support so you can focus on clients? Hybrid working - flexible around your lifestyle? Ongoing technical training and career development
You’ll need to be Level 4 Diploma qualified, currently advising in a Private Client Wealth Management role, with 3+ years of experience and a passion for holistic financial advice.
?? Ready to inherit a thriving client bank and build your future on strong foundations?
Send your CV to Ryan at Financial Divisions today.
