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Wealth Adviser: Inherit Clients, Hybrid​/Remote

Remote / Online - Candidates ideally in
Sefton, Bootle, Merseyside, LA19, England, UK
Listing for: Recruit UK
Full Time, Remote/Work from Home position
Listed on 2026-04-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 65000 GBP Yearly GBP 65000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Adviser: Inherit Clients, Hybrid/Remote Role
Location: Sefton

A reputable wealth management firm in Southport is seeking a Financial Adviser to inherit an established client bank and develop new business. The role involves delivering holistic financial planning solutions, building long-term relationships, and working closely with a paraplanning team. Candidates should possess a Level 4 Diploma in Financial Planning and have proven experience in the field. A competitive salary of up to £65,000 plus bonus is offered.
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