Financial Adviser - client base available

Due to continued growth and a long-term succession planning strategy, a highly regarded regional financial planning firm is seeking an experienced Financial Adviser to join its expanding team.  This opportunity offers the rare chance to inherit an established client bank with approximately £30 million of assets under management from day one, providing immediate recurring income and a strong platform for further development. As part of a structured succession plan, this client portfolio is expected to increase significantly over the following 12 months, nearly doubling in size as additional clients are transitioned.

The successful individual will focus on delivering high-quality holistic financial planning advice to an existing client base while identifying further opportunities to deepen relationships and grow revenue organically.  This is an excellent opportunity for an adviser seeking autonomy, flexibility and long-term career security within a supportive and forward-thinking business.

The Opportunity

• Inherit a well-established client bank with approximately £30m AUM
• Significant additional client assets expected to transfer within the next year
• Ongoing succession planning creating a clear pathway for continued growth
• Full administration and paraplanning support provided
• Existing clients requiring ongoing review and servicing
• High levels of recurring income already attached to the portfolio
• Opportunity to develop further business through referrals and existing relationships
• Join a stable and growing financial planning business with an excellent reputation

The firm operates a highly flexible and adviser-centric model.

Whilst the office base is located in Inverness, advisers can be based anywhere across the local region and surrounding areas. Office attendance is only required occasionally, allowing the successful individual to work predominantly from home and manage their own schedule.

The business places a strong emphasis on trust, flexibility and work-life balance, enabling advisers to organise client meetings and diaries in a way that suits both themselves and their clients.

Candidate Profile

The firm is interested in speaking with advisers who:

• Hold Level 4 Diploma qualification (or equivalent)
• Have experience providing holistic financial planning advice
• Are client-focused and relationship-driven
• Have strong interpersonal and communication skills
• Enjoy managing and developing long-term client relationships
• Are motivated by inheriting and growing an established portfolio
• Value flexibility and autonomy in their role

What's on Offer?

• Competitive basic salary
• Bonus and incentive structure
• Immediate access to a substantial recurring income stream
• Client bank circa £30m AUM on joining
• Additional client assets transitioning through succession planning
• Comprehensive paraplanning and administration support
• Flexible hybrid working arrangements
• Ability to manage your own diary
• Long-term career stability and growth potential
• Supportive and collaborative culture

Applications are welcomed from experienced Financial Advisers, Financial Planners, Wealth Managers and Independent Financial Advisers seeking an established client bank, genuine flexibility and a clear growth opportunity within a successful regional firm.  Please get in touch for more information and a confidential discussion with Alison Curran prior to progressing by applying now/making contact with Eden Scott.