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A rare opportunity has arisen for an experienced and confident Financial Advisor to take over a large, loyal client bank from a long-standing advisor who is moving on after 10 years.
You’ll be joining a well-respected, growing firm with a supportive team structure – each Advisor has a dedicated Paraplanner and Administrator. The business has ambitious acquisition plans, offering genuine progression opportunities over the coming years.
This role offers the chance to step straight into a high-quality portfolio of clients built up over many years, providing a solid platform to build relationships and deliver exceptional ongoing advice.
What’s on offer:
- Established portfolio of high-value clients ready to service
- 1–2 days working from home each week
- Join a supportive team of 4 Advisors, each with a dedicated Paraplanner and Administrator
- Opportunity to progress within a growing business with ambitious acquisition plans
- Clients primarily serviced under the firm’s Core Service Proposition, with assets largely managed via Parmenion DFM or MPS
What we’re looking for:
- Ideally CAS status and Chartered, but confidence and client rapport are the priority
- Strong servicing skills with a relationship-led approach
- Ability to maintain and grow relationships with high-value clients
- If you’re looking for stability, progression opportunities, and the chance to work with an exceptional client base, this could be the perfect role for you.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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