MBF are proud to be partnering with a well-established, fully independent financial planning firm known for delivering high-quality, holistic advice and maintaining an outstanding reputation across Devon and Somerset. Following a recent acquisition, the business is now looking to appoint an experienced Senior Financial Adviser to take over a substantial, loyal client book valued at approximately £40M AUM.
This is a rare opportunity to join a professional, client-centric team at a senior level. The successful candidate will inherit a high-quality portfolio and play a key role in the ongoing development of the firm. Alongside delivering first-class financial planning to clients, you will act as a senior member of the team providing oversight, mentorship and support to more junior advisers and acting as a key point of contact within the advisory function.
Key Responsibilities
- Deliver tailored, holistic financial advice to a diverse HNW client base in line with their individual needs and long-term goals.
- Maintain and strengthen long-term relationships, ensuring high levels of retention and client satisfaction.
- Provide strategic input and leadership within the advisory team, including mentoring and supporting junior Financial Advisers.
- Identify organic growth opportunities through referrals and introductions from professional connections.
- Keep abreast of regulatory developments, market trends and best practices to ensure consistently compliant and effective advice.
Requirements
- Minimum of 5 years’ experience as a Financial Adviser, ideally in an independent or chartered environment.
- Strong track record of managing and growing client relationships.
- Proven leadership capabilities or mentoring experience within an advisory team.
- Advanced knowledge of holistic financial planning, including investment strategies, pensions, and estate planning.
- Level 4 Diploma in Financial Planning (minimum); Chartered status or progress toward it is highly desirable.
What’s on Offer
- Inheritance of a substantial, loyal client book (approx. £40M AUM).
- A senior-level position with scope to influence and shape the future of the advisory team.
- Extensive paraplanning, administrative, and compliance support to allow you to focus on client service and strategic growth.
- Regular access to new client introductions and warm leads to support further development.
- A supportive, collaborative working culture with long-term progression opportunities.
- Competitive basic salary circa (negotiable depending on experience) plus a generous performance-related bonus structure.
This is an exceptional opportunity for an experienced adviser seeking career progression and long-term stability within a thriving independent firm.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
