Financial Planner – £40m Client Book Provided, to £75,000 Bonus Hybrid/Flexible, Plymouth

Financial Divisions · Plymouth, South West England

hybrid mid education £70,000–£75,000
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excel

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protect…

Posted 5 Jun 2026 · ref 96278