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 Opportunity

You 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 Responsibilities

• Manage and develop an existing portfolio of c.100 HNW/UHNW clients


• Deliver holistic financial planning and build long-term client relationships


• Conduct regular client reviews and ensure ongoing suitability of advice


• Work collaboratively with colleagues to enhance the regional offering


• Contribute to the growth and success of the South West operation

• Minimum 3+ years’ experience as a Financial Adviser / Financial Planner


• Diploma qualified (Level 4) as a minimum


• Holds a current Statement of Professional Standing (SPS)


• Strong relationship management skills with a client-first approach


• Experience working with HNW/UHNW clients is highly desirable


• Comfortable using CRM systems and cashflow modelling tools


• Passionate about delivering holistic, advice-led financial planning

• Basic salary up to £70,000 (flexible depending on experience)


• Quarterly bonuses


• Established client portfolio from day one


• Full paraplanning and administrative support


• Comprehensive benefits package including pension, private medical, life cover and income protection


• Strong long-term career progression within a growing national business

The role is based in Plymouth, with clients located across the surrounding South West region. You will have the autonomy to manage your own diary, with the majority of your time spent meeting clients, alongside occasional office attendance for collaboration with the wider team.

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