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Servicing Financial Adviser - £30m AUM Client Bank Provided
Are you a relationship-focused Financial Adviser who thrives on delivering high-quality service over chasing sales targets? This is a fantastic opportunity to join one of the UK’s most respected names in Private Client Wealth Management and take over a well-established book of £30 million in assets under management.
As a result of a recent acquisition, this firm is looking for a talented Adviser to step into a fully serviced portfolio, offering holistic advice to a loyal and engaged client base. With over a decade of partnership, we’ve seen this business grow through both acquisitions and organic success, always maintaining a strong commitment to quality and client satisfaction.
Why You’ll Want to Be This Financial Adviser:
- Step into a £30m AUM client bank with zero cold-calling or lead generation required.
- Spend your first year focused purely on getting to know your clients, understanding their goals, and delivering in-depth, tailored financial plans.
- Join a firm that places high value on long-term relationships and quality advice—perfect for an Adviser who wants to move away from sales-heavy environments.
- Receive a personalised development plan, plus study support if you choose to pursue Chartered status (though not required).
- Thrive in a collaborative, professional environment with full Admin and Paraplanning support, ensuring your time is spent where it matters most—with clients.
This role is ideal for a Level 4 qualified Adviser with 3+ years of experience across pensions, investments, and protection, who is ready to take ownership of a prestigious client base and build long-term success.
If you're a client-first Financial Adviser looking for stability, professional respect, and a genuinely rewarding role—this could be your next great move.
Please contact Laura at Financial Divisions to apply
