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Own a 150-Client Portfolio Chartered Financial Adviser

Job in Gloucester, Gloucestershire, GL1, England, UK
Listing for: Premier Jobs UK Limited
Full Time position
Listed on 2026-07-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 100000 GBP Yearly GBP 50000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Own a 150-Client Portfolio as a Chartered Financial Adviser

Premier Jobs UK Limited is seeking a Financial Adviser to take ownership of an existing client bank in the Gloucestershire region and grow it through proactive advice and referrals.

You will inherit around 150 clients with funds under management over £30 million, focusing on investment and retirement planning and building long-term relationships. Hybrid working and Chartered status support are available to help you develop into a senior adviser.

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