Financial Advisor -

We are representing a national wealth management firm that is seeking an experienced Senior Financial Planner to join its growing team and inherit an established client bank of approximately £60m AUM across 110 households. This is an exceptional opportunity for a Chartered Financial Planner to take ownership of a high-quality, well-established client portfolio, predominantly comprising clients across Cornwall and Devon, while benefiting from the infrastructure, resources and reputation of a national wealth management business. The Opportunity The successful candidate will inherit an established client bank of approximately £60m AUM across 110 households, with the majority of clients located throughout Cornwall. The portfolio is well established, with strong client relationships and excellent retention prospects. It is regarded as one of the more attractive adviser opportunities within the business. A significant benefit of the role is the existing recurring revenue attached to the client bank, with the successful adviser receiving 70% of the ongoing recurring revenue. The size and quality of the inherited portfolio means the adviser will have a strong foundation from which to build their earnings from the outset. There is also significant scope to develop new business. The firm is investing in local marketing activity, including a 12-month radio advertising campaign, designed to increase brand awareness and generate new client opportunities across the local market. The ..... full job details .....