Employed Financial Adviser - Clients provided, Henley-on-Thames Salary: £70,000 + Bonus (O

Employed Financial Adviser - Clients provided - Established Wealth Management PracticeSalary: £70,000 + Bonus (OTE £100k+) + Full Benefits PackageThe OpportunityA highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm''s future success.The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm.Key ResponsibilitiesManage and develop an assigned client bank of 150-200 clients as the primary adviserConduct annual reviews and ongoing financial planning meetingsDeliver holistic advice across investments, pensions, protection, and estate planningIdentify new business opportunities within the existing client baseConvert inbound enquiries and firm-generated leadsPrepare or oversee suitability reports and maintain accurate client recordsEnsure all ..... full job details .....