Independent Financial Advisor - client book provided

A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth.This is an excellent opportunity to inherit a well-established portfolio of approximately 100 clients, consisting primarily of HNW and UHNW clients. The focus of the role is on delivering high-quality, holistic financial planning and maintaining long-term client relationships.The OpportunityYou will take responsibility for a substantial and high-value client bank, providing tailored advice across a full range of financial planning areas. Working closely with another senior Financial Planner in the office, you will also play a key role in supporting the continued growth and development of the regional business.With full paraplanning and administrative support provided both locally and via a centralised team, you will be able to focus your time on client interaction and delivering exceptional advice.Key ResponsibilitiesManage and develop an existing portfolio of c.100 HNW/UHNW clientsDeliver holistic financial planning and build long-term client relationshipsConduct regular client reviews and ensure ongoing suitability of adviceWork collaboratively with colleagues to enhance the regional offeringContribute to the growth and success of the South West operationAbout YouMinimum 3+ years'' experience as a Financial Adviser / Financial PlannerDiploma qualified (Level 4) as a minimumHolds a current Statement of Professional ..... full job details .....