Are you an experienced Financial Advisor ready to take ownership of an established client bank with a reputable wealth management firm? This Financial Advisor position offers immediate impact and genuine career progression.
As a Financial Advisor, you'll be responsible for approximately 170 households representing £40-45 million in funds under management. This opportunity has arisen following a director's exit, meaning the clients and validation work are already in place
you can focus on what you do best: building relationships and delivering exceptional financial advice.
What makes this Financial Advisor role special?
- Established client bank requiring immediate attention from a dedicated Financial Advisor - Office-based role where most clients prefer face-to-face meetings - All validation already completed on transferred funds - Supportive team environment with full administrative backing - Real opportunity to make this role your own from day one
The company values advisors who are passionate about client service and writing new business. You'll have the autonomy to manage your client relationships while benefiting from comprehensive back-office support.
Financial Advisor Requirements
Essential:
- Proven track record in financial advisory - Experience managing client relationships and portfolios - Relevant financial planning qualifications (minimum Level 4 Diploma in Regulated Financial Planning or equivalent)
Desirable:
- Experience with medium to high-value clients - Strong track record in generating new business
The Company
Our client is an established and growing wealth management firm with a strong reputation for advisor support and client service excellence. They provide comprehensive infrastructure allowing Financial Advisors to focus on client relationships rather than administration.
Financial Advisor Benefits
- Basic salary: £50,000-£55,000 - Attractive bonus scheme: 2.75 times recurring revenue at 30% - Employed position with job security - Office-based working arrangement - Full administrative and operational support
Location
The successful Financial Advisor will be based in the Nantwich office, where clients typically attend meetings.
Ready to take the next step in your advisory career? Apply today to discuss this Financial Advisor opportunity further.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. TPBN1_UKTJ
Financial Advisor • London, United Kingdom
Canary Wharf (3 days on site, hybrid model).Founder of Vend Tech Group - Matching Ambition with Opportunity.To provide high-quality, holistic financial advice to clients, supporting them in achievi... Show more
Membership Bespoke is seeking a Senior Policy Advisor (Mortgages) for their London office, offering a hybrid working model of 2.The ideal candidate will have 3-5+ years of policy experience in mort... Show more
Consultant – Global Treasury & Commodity Advisory.Consultants at CFGI work closely with CFOs, Treasurers, and senior finance leadership across FTSE 100, private equity-backed businesses, and high-g... Show more
This opportunity is designed for experienced advisers who have outgrown large corporates and are seeking a boutique, FCA regulated firm that supports an entrepreneurial approach.At Vinco Wealth Man... Show more
We are a fast-growing property investment consultancy specialising in UK investment property and prime London real estate.With a strong pipeline of inbound enquiries and a new lettings division, we... Show more
Following Amberside Advisors’ recent partnership with Steer and to support our future growth plans, we are looking to strengthen our team with the appointment of an experienced Manager.As a Manager... Show more
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Our client is a boutique mid-market M&A and strategic advisory firm dedicated to the technology, media... Show more
Our priority is to match the right person to the right role, and we never want salary to be a barrier to applying.Regardless of your current pay, we’ll ask about your salary expectations during the... Show more
Our client is an established Investment Management firm.The RoleThe Financial Planner will focus on managing HNW clients.Partly office based but also visiting clients in and around London.The Finan... Show more
A global consulting firm is seeking a Senior professional for Corporate Treasury in the UK.The ideal candidate will provide advisory and consulting services to high-profile clients, focusing on fin... Show more
Help shape the future workforce of London.Capel Manor College is looking for an enthusiastic and proactive Employer Engagement & Partnerships Advisor to join our growing Employer Skills, Innovation... Show more
Weve placed a lot of people here over the years, and they genuinely love it.Its a large, well-established charity where careers really grow.Theyve just launched a brand-new, long-term funded contra... Show more
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.This range is provided by ABL Recruitment.Your actual pay will be based on your skills and experience ... Show more
At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net-zero future.ExxonMobil Global Trading is where we trade oil, natural gas, LNG, and energy products sa... Show more
Senior Finance Advisor – Education Sector Specialist.Location: Surrey – Remote with regular travel to clients’ premises.As a Finance Advisor, you will play a crucial role in supporting educational ... Show more
Experienced Financial Planner needed for a Chartered Financial Planning practice in West Yorkshire to join their senior team and manage an established client bank. Show more
Capel Manor College is looking for an enthusiastic and proactive Employer Engagement & Partnerships Advisor to join our growing Employer Skills, Innovation & Growth team.This is an exciting opportu... Show more
FRP Advisory is looking for a Manager in Financial Advisory to oversee financial due diligence projects in London.This role requires managing workloads, leading team members, and communicating with... Show more
This London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.... Show more
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.Our success hinge... Show more
