Financial Divisions
London, UK
Succession Opportunity (CAS Support Provided) A rare and exciting opportunity has arisen as part of a retiring Adviser's long-term succession plan. This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business unit. The structure ensures you can focus on client relationships, advice delivery, and long-term growth. The Client Bank Current AUM: £110m , projected to grow to £140m Client profile: Mass affluent , with average investable assets between £450k - £4m You will actively service an existing book of clients from Day 1 , ensuring immediate engagement and continuity Experience & Skills Required 3+ years' experience in Wealth Management within a client-facing role Excellent relationship-building skills , with the confidence to engage mass-affluent and HNW clients Strong technical knowledge across the full spectrum of...