Financial Advisor

Financial Adviser / Investment Manager

We are working with a highly ambitious and growing independent financial services group that is expanding nationally through acquisitions and adviser-led growth.

They are looking to appoint experienced Financial Advisers and Investment Managers who have a strong track record of managing client relationships and, ideally, an established book of business.

The Opportunity

This is an excellent opportunity for an established adviser to join a growing, fully independent business with the infrastructure and financial backing to support the successful transfer and development of client relationships.

The business is particularly interested in advisers with an existing client book, with a typical target of £4050m+ in assets under management. Larger books will also be considered, and the business has successfully supported advisers transferring books significantly in excess of this.

Key Responsibilities

• Manage and develop an established portfolio of HNW clients.
• Provide high-quality, independent financial planning and investment advice.
• Build and maintain long-term client relationships.
• Identify opportunities to develop existing client relationships and generate further assets under management.
• Successfully transition an ...