Take your advisory career to the next level – inherit a loyal, established client bank and shape the future of your success.

This is your chance to join a dynamic, nationally respected wealth management firm that blends professionalism with a people-first culture. We’re looking for a qualified Financial Planner who’s ready to take ownership of an active portfolio of clients (c.100 households with ~£40m AUM), while being fully supported to grow their own business pipeline – without rigid validation targets or micromanagement.

Base salary: £60,000 – £80,000

Annual bonus: £10,000 – £22,000 (discretionary, advice-fee linked)

You’ll be part of a collaborative, forward-thinking team who genuinely care about doing the right thing for clients – and for each other. If you’re entrepreneurial at heart, but want the stability of recurring income, a healthy bonus structure, and full operational support behind you – this role was built for you.

What Makes This Opportunity Stand Out:

• Inherit c.100 loyal clients with £40m+ AUM from day one – no cold starts here
• Work where you work best – hybrid model with just 2–3 days a week in Plymouth
• No validation hurdles – earn bonus purely on advice fees, not thresholds
• Discretionary bonus up to £22,000 per annum
• Full paraplanning & admin support – freeing you up to focus on clients
• Genuine growth potential – bring in new business and get rewarded
• Long-Term Incentive Plan (LTIP) – share in the long-term success of the firm

What We're Looking For:

• Level 4 qualified (DipPFS, DipFA or equivalent)
• Experience in a client-facing advisory role
• Proven ability to deliver holistic advice across pensions, investments & protection
• Commercially minded with a relationship-first approach to advice
• Confident communicator with natural credibility and presence
• Familiarity with Intelligent Office (IO) is a bonus
• Flexible mindset and willingness to travel to meet clients

Package & Benefits:

• LTIP participation
• 25 days holiday (increasing with service) + bank holidays
• Private Medical Insurance (single cover)
• Income Protection (75% salary after 3 months)
• Death in Service (4x salary)
• 4% matched pension contributions

Why Join?

This isn’t just a job — it’s a platform. A platform to build long-term relationships, grow your client base without the pressure of starting from scratch, and enjoy a long-term career with a supportive, values-driven firm.

Whether you're stuck in a transactional role or looking for a better balance of autonomy, support, and reward — this could be your next big move.