Financial Planner

Financial Adviser – Inherit £60m Client Book | Arundel | £60k–£85k + Bonus + LTIP

A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development.

Work Type: Hybrid (2–3 days per week office/client meetings)

Salary up to £85,000, realistic bonus potential earnings £110,000

This is a rare opportunity to inherit a well-maintained client book with c.£60 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition.

The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support.

Responsibilities

Take over an established portfolio of high-value clients (circa £60m AUM)
Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning
Maintain high client retention through proactive servicing and relationship management
Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
Identify opportunities to grow AUM through referrals and network building
Collaborate with peers across the business to share best practice and enhance client outcomes

Requirements

Experience as a Financial Adviser/Planner
Level 4 Diploma qualified (with Chartered status preferred or in progress)
Proven ability to manage and grow a portfolio of HNW clients
Strong knowledge of financial planning strategies, and retirement income solutions
Exceptional communication and interpersonal skills

Benefits:

Company pension scheme
Private medical insurance
Income protection
Full paraplanning and administrative support
Annual CPD budget
Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
Flexible, hybrid working structure

Success Metrics

Seamless client transition and retention during the handover period
Maintenance and growth of the £60m AUM client base
High levels of client satisfaction and engagement
New business generation through referrals and networking

How to Apply

Interviews are ongoing. The process includes an initial management interview via teams so you can understand the full offering