Wealth Adviser - Recruit UK : Job Details

A rare and exciting opportunity has arisen for a junior Wealth Adviser to step into an established client book, with full support and a smooth handover process. This position is ideal for someone who’s already qualified, possibly through an academy route or with some experience in a self-employed setting but struggling to build a sustainable client base.

With one of the senior advisers retiring in six months, the firm is looking to bring someone on board in the next 3 months to ensure a full and seamless handover. You'll inherit a longstanding, loyal client bank with significant potential, and be backed by a team that values quality, service, and career progression.

Wealth Adviser – Inherit a Loyal Client Bank Structured Career Growth

Location: Ipswich (Hybrid/Office-Based)

Salary: Up to £60,000 Bonus & Validation Structure

Type: Full-Time, Employed Position

What You’ll Be Doing:

• Providing holistic financial planning to an established group of clients
• Managing the transition of relationships from the outgoing adviser
• Identifying opportunities for new business while maintaining a client-first approach
• Ensuring all advice meets compliance and regulatory standards
• Working closely with paraplanning and admin support to deliver a high-quality service

Ideal Candidate:

• Diploma qualified (Level 4) with some advising experience
• Recently through an academy or self-employed and looking for stability
• Strong interpersonal skills with a professional and ethical approach
• Eager to grow and make the most of an inherited book
• Well-organised, proactive, and driven to succeed in a structured environment

What You’ll Receive:

• Up to £60k basic salary
• Client bank to inherit with full handover
• Year 1 validation: 1x salary on new business income
• Year 2 onward: 2x salary on new business income, plus
• 40% on anything over that threshold
• 10% bonus on ongoing income once 2x validation is achieved
• Clear career development and long-term earning potential