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Financial Adviser - Private Clients - Large book of clients to inherit - Addlestone, Surrey, United Kingdom, KT15


We have been retained by a highly respected Wealth Management business in order to attract an experienced Financial Adviser to inherit a large book of private clients from a retiring Partner.

The business has an outstanding reputation for delivering high quality financial planning and investment advice to HNW / UHNW private clients and have some very notable industry experts that only enhance the reputation of this business.

The role will be to inherit a sizeable book of clients over a period of time but ideally we would like someone who can also develop the book further by bringing some existing clients to the current book that generates £500k pa.

The right candidate will be a minimum of level 4 diploma qualified and have strong experience of advising HNW private clients on a fully holistic basis and will lead to a Partner level position.