Financial Planner - Succession

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families?

This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition.

The Opportunity

You’ll take over a well-established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years.

Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book.

The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further.

Key Details

• Fully serviced client bank provided – c.200 UHNW families
• Recurring income circa £700k
• Full handover and mentoring period from the existing adviser (retiring 2027)
• Home-based role with flexible working and office access as required
• Client locations primar...