FUTURE LEADERSHIP OPPORTUNITY

Are you an experienced Financial Adviser who enjoys working with clients but can also see yourself stepping into a leadership role?

This is a rare opportunity to join a highly respected wealth management firm as a Player Manager Financial Adviser, combining the best aspects of advising and leadership.

You'll inherit and manage an established £120m+ client portfolio, whilst also beginning a structured path towards management and leadership within the business.

As part of the firm's succession planning strategy, they are looking for an ambitious Adviser who wants to play a key role in shaping the future of the business whilst continuing to advise High-Net-Worth and Ultra-High-Net-Worth clients.

What's on Offer?

Salary up to £100,000

Highly competitive bonus structure

Existing client bank exceeding £120m AUM

Full Paraplanning and Administration support

High quality referral network

Hybrid and flexible working

Route to join the Senior Management Team

Clear succession planning and leadership pathway

Opportunity to help shape and grow the business

Mentoring and development responsibilities

Why This Role Is Different

This is not a traditional Financial Adviser role.

The successful candidate will continue to manage and develop client relationships whilst gradually taking on additional leadership responsibilities.

The firm recognises that the best leaders are often those who have successfully built strong client relationships themselves. They are seeking an Adviser who can lead by example, mentor colleagues and help develop the next generation of Financial Advisers.

This unique player-manager position would suit someone who:

• Enjoys advising and managing client relationships
• Wants to move into leadership without giving up client work entirely
• Has a passion for coaching and mentoring others
• Wants to influence business strategy and growth
• Is ambitious about joining a senior leadership team in the future

The Opportunity

Over time, you will:

• Continue advising a sophisticated HNW and UHNW client bank
• Support and mentor Financial Advisers within the team
• Assist with best practice, coaching and development
• Contribute towards business growth and strategic planning
• Play an important role in succession planning
• Progress towards a senior management position

About You

5+ years' experience as a Financial Adviser

CAS Status

Ideally Chartered or working towards Chartered status

Strong holistic wealth management experience

Proven ability to build trusted client relationships

Experience with investments, pensions, trusts and estate planning

Natural leadership qualities

Passion for developing and supporting others

Why Apply?

If you're a successful Financial Adviser who still enjoys working with clients but can see yourself becoming a future leader, this is a genuine opportunity to build a long-term career with a highly respected wealth management firm.

You'll inherit a substantial client book, receive first-class support, develop leadership experience and position yourself as a future member of the senior management team.