https://jobs.co.uk/job/independent-financial-advisor-client-book-provided-mbf--9a35f4fc-eab2-4269-a063-c6a2405cebf5 RSS feed for Independent Financial Advisor - client book provided at mbf.. en-gb Fri, 12 Jun 2026 17:45:10 GMT https://jobs.co.uk/job/independent-financial-advisor-client-book-provided-mbf--9a35f4fc-eab2-4269-a063-c6a2405cebf5 https://jobs.co.uk/job/independent-financial-advisor-client-book-provided-mbf--9a35f4fc-eab2-4269-a063-c6a2405cebf5 Fri, 12 Jun 2026 11:52:23 GMT Location: Plymouth | Salary: 60000.00-60000.00 Annual | Type: Permanent | 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 adviceWor... Permanent