Financial Planner

Overview

Wiltshire | Client Bank Inheritance | Circa £60m AUM

An established, independent and directly authorised financial planning firm in Wiltshire is seeking an experienced Financial Adviser to join the business and inherit an existing client bank of approximately 120 families, representing circa £60 million in Assets Under Management.

Salary Up to £75,000 + Bonus & hybrid working (1 day a week in the office)

This is a rare chance to step into a ready-made, long-standing client portfolio within a highly respected local firm. The client bank has been carefully built and serviced over more than 20 years, with strong, multi-generational relationships and a loyal client base rooted in the Wiltshire area.

You will take over the ongoing advice and development of these relationships, with significant scope to grow organically through referrals and deeper planning work.

• Independent, directly authorised practice
• Over 20 years’ heritage serving families locally
• Fully holistic financial planning approach, covering pensions, investments, protection, estate planning and intergenerational wealth
• Strong emphasis on long-term relationships, not product sales
• Established full support team in place, including administration, paraplanning and compliance support—allowing advisers to focus on advice and clients

• Inherit and service an existing client bank of c.120 families
• Provide holistic, values-led financial planning
• Conduct regular reviews and proactive planning conversations
• Identify opportunities to enhance client outcomes and long-term planning
• Work closely with the support team to deliver a seamless client experience

• Diploma qualified (or working towards Chartered)
• Experience delivering holistic financial planning
• Comfortable managing and nurturing an existing client bank
• Client-centric, relationship-driven, and professional
• Values independence, integrity and long-term planning