Succession Opportunity (CAS Support Provided)
A rare and exciting opportunity has arisen as part of a retiring Adviser’s long-term succession plan. This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business unit.
The structure ensures you can focus on client relationships, advice delivery, and long-term growth.
The Client Bank
*Current AUM: £110m, projected to grow to £140m
*Client profile: Mass affluent, with average investable assets between £450k – £4m
*You will actively service an existing book of clients from Day 1, ensuring immediate engagement and continuity
Experience & Skills Required
*3+ years’ experience in Wealth Management within a client-facing role
*Excellent relationship-building skills, with the confidence to engage mass-affluent and HNW clients
*Strong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutions
Career Development
This is an ideal role for a developing Adviser. The firm is fully committed to your progression and will support you through CAS sign-off.


You’ll also have opportunities to:
*Attend networking events
*Build new business
*Contribute to the long-term growth strategy of the practice
This is a genuine career-building role with a clear runway for future success.
CV to Jim at Financial Divisions