Financial Divisions
🚨 PLAYER MANAGER FINANCIAL ADVISER | £120M+ CLIENT BANK | UP TO £100,000
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🚨 PLAYER MANAGER FINANCIAL ADVISER | £120M+ CLIENT BANK | UP TO £100,000 + BONUS | FUTURE LEADERSHIP OPPORTUNITY | EDINBURGH 🚨
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
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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
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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.
📧 lauraw@financialdivisions.co.uk 📱 07754 333 988
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