Employed Financial Adviser - Client Bank Provided, Henley-on-Thames

Established Wealth Management Practice£70,000 Basic + Bonus (OTE £100k+) + Full Benefits PackageEstablished Client Bank Strong Inbound Lead Flow High-Growth Firm with £130m+ AUMAn excellent opportunity has arisen for an experienced Employed Financial Adviser to join a highly successful and growing wealth management practice based in Henley-on-Thames.Founded in 2017, the business has grown significantly, now managing over £130m in client assets and continuing to expand through both new client acquisition and long-standing relationships. With a new office opening planned and further growth ambitions in place, this is a fantastic time to join the firm in a key advisory role.This position offers the rare opportunity to inherit a substantial client bank from day one, alongside ongoing inbound enquiries generated through the firm''s established lead generation channels. The OpportunityYou will step into a fully supported advisory role, taking ownership of an established portfolio of approximately 150-200 clients. This provides an immediate platform to focus on delivering high-quality holistic financial planning advice, while continuing to grow revenue through new business opportunities.Your responsibilities will include:• Managing an assigned client bank of 150-200 clients as the primary adviser • Conducting regular annual reviews and ongoing financial planning meetings • Delivering holistic advice across investments, pensions, protection and estate planning • Identifying planning ..... full job details .....