Mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation they provide holistic financial solutions to clients across the Devon & Somerset regions. They are now seeking to recruit a Financial Adviser to join their team to take over a substantial book of clients. The Managing Director has an extensive client portfolio, they are looking to hand off a large amount of these clients so they are able to focus on growing the business - the client bank you will be inheriting will be in the region of £30M AUM. The main focus of this role will be to provide an exceptional level of service ensuring a high level of client retention, although you will also be expected to organically develop new business from these existing clients and from the clients’ professional introducers. Key Responsibilities Provide holistic financial advice tailored to the unique needs and goals of each client. Build and maintain strong relationships with clients, earning their trust and confidence. Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients. Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance. Requirements: Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity. Demonstrated track record of success in building and managing client relationships. Strong knowledge of financial products, investment strategies, and retirement planning. Excellent communication, interpersonal, and problem-solving skills. What’s on offer: A dynamic and supportive work environment with opportunities for professional growth and development. Basic salary circa £60,000 (although this can be flexible for the right individual) performance-based bonuses. Access to a large client book and regular leads to support your business development efforts.