Independent Financial Adviser; IFA), Offices Circa

Client Bank Handover – Approx. £30m AUMThe Opportunity

My client, a highly reputable and forward-thinking independent wealth management firm, is seeking an experienced Independent Financial Adviser with 3–5 years’ advisory experience to join their established team.

This is a rare and exceptional opportunity: due to an upcoming retirement, you will inherit a substantial, loyal client portfolio with an AUM of approximately £30 million
, providing a strong foundation of ongoing advice fees and relationship continuity.

You will be joining a firm known for its ethical approach, robust compliance culture, and long-standing client relationships. Full paraplanning and administrative support are provided, allowing you to focus on delivering high-quality advice and growing your client base further.

• Provide holistic, independent financial planning advice to an inherited portfolio of high-quality clients
• Build long-term relationships and deliver an exceptional client experience
• Manage and grow an AUM of approx. £30m, with strong ongoing fee income
• Identify new opportunities within both the existing book and new enquiries
• Work collaboratively with internal support teams to ensure seamless client journeys
• Stay up to date with regulatory requirements, market devel...