A well-established and growing wealth management firm is looking to appoint an experienced Financial Adviser to join its South West team, reporting directly to the Head of Wealth Management.
This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.
The Role
You’ll provide comprehensive advice across:
*Investments
*Pensions
*Estate & tax planning
*Protection
*(Mortgages & equity release where appropriate)

You’ll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions.
You’ll be supported by Paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes.
What They’re Looking For *Level 4 Diploma (ideally working towards Chartered)
*CAS + current SPS
*Strong experience delivering holistic advice
*Comfortable using cash-flow modelling tools
*Commercially minded with a proactive approach to business development
*Excellent communicator with strong report-writing skills
The Opportunity *Established client base and growth plan
*Centralised investment proposition
*Strong internal support
*Collaborative culture
*Clear performance metrics and progression potential

If you’re an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I’d love to have a confidential conversation.
Message me directly or email to find out more -


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