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 BankCurrent AUM: £110m, projected to grow to £140mClient profile: Mass affluent, with average investable assets between £450k - £4mYou will actively service an existing book of clients from Day 1, ensuring immediate engagement and continuityExperience and Skills Required3+ years'' experience in Wealth Management within a client-facing roleExcellent relationship-building skills, with the confidence to engage mass-affluent and HNW clientsStrong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutionsCareer DevelopmentThis is an ideal role for a developing Adviser. The firm is fully committed to your progression and will support you through CAS sign-off. You''ll also have opportunities to:Attend networking eventsBuild new businessContribute to the long-term growth strategy of the practiceThis is a genuine career-building role with a clear runway for future success.CV to Jim at Financial ..... full job details .....