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Financial Adviser - Existing Client Book & Growth OpportunityLocation: DevonSalary: Competitive, tailored to the right candidate + Bonuses and Benefits
A rapidly growing, well-backed financial planning firm is looking to recruit an experienced Financial Adviser to take over an established client book and play a key role in the firm’s expansion.
The Opportunity:
- Take over a recently acquired client book with recurring income of approximately £120,000.
- Significant potential to grow recurring revenue and expand the book, particularly among a strong client base of medical professionals.
- Work within a firm that combines strategic acquisitions and organic growth to become a market leader.
- Leverage cutting-edge AI technology designed to enhance client service and streamline back-office functions.
- Benefit from full administrative and paraplanning support, allowing complete focus on client relationships.
What’s on Offer:
- Flexible base salary and package, tailored to attract top talent.
- Strong leadership team with a proven track record in wealth management.
- A forward-thinking firm that embraces technology-led financial advice.
- Genuine career progression opportunities in a rapidly growing business.
This is an excellent opportunity for a skilled Financial Adviser looking to inherit a high-quality client book while benefiting from cutting-edge technology and a strong support structure.
