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Experienced Financial Adviser – Inherit & Grow a £40M Client Bank
Are you an experienced Financial Adviser looking to focus on delivering exceptional client outcomes – without the pressure of building a client base from scratch in an employed role?
An established and highly respected financial planning firm is offering a unique opportunity for a talented Financial Adviser to take over and develop an existing portfolio of High Net Worth clients with an approximate £40 million in Assets Under Management (AUM).
Salary: £60,000 – £75,000 per annum + Bonus + Benefits (earning potential £100,000)
Location: Client bank across Wiltshire, office is based in Swindon
This is an ideal role for someone who thrives on meaningful client interaction and wants to be supported by a dedicated back-office team, enabling them to spend more time advising and less time on admin.
What’s on Offer
- Inherit an existing client bank with £40M AUM
- Fully mapped annual reviews – focus your energy on advice, not admin
- Full back-office support: Dedicated administrator + professional paraplanning
- Quarterly bonus & business development incentives
- 25 days holiday + bank holidays + Christmas shutdown
- 5% employer pension contribution (with salary sacrifice option)
- Paid professional fees and CPD support
- Flexible hybrid working (office in Swindon with WFH options)
- Free on-site parking
What You’ll Be Doing
- Deliver Lifestyle Financial Planning to an established HNW client base
- Build strong, long-term relationships through regular review meetings
- Use cashflow planning tools to help clients achieve their financial goals
- Identify opportunities for business growth via referrals or existing network
- Collaborate with admin and paraplanning teams to ensure high-quality service delivery
About You
- Level 4 Diploma in Financial Planning (CAS status required)
- Experience advising clients, ideally HNW individuals
- Confident in holistic planning
- Skilled in using cashflow modelling software
- Professional, personable, and committed to long-term client care
- Experience mentoring or coaching junior colleagues
This is a standout opportunity for a confident, client-focused adviser to build on their career with a warm £40M client base and full operational support. Apply now to take your advisory career to the next level.
