Remote Financial Adviser
2 months ago
Bradford-on-Avon
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.