Inherit £40m Book: Flexible Financial Advisor (Cornwall)

Company: FM JOBS LIMITED
Apply for the Inherit £40m Book: Flexible Financial Advisor (Cornwall)
Location: Lostwithiel
Job Description:

Premier Jobs UK is seeking an experienced Financial Adviser to inherit an established client bank in Cornwall, with approximately £40-45 million funds under management from a retiring adviser.

The role offers employed or self-employed options, a warm handover, and flexible working arrangements across Cornwall. The handover continues until early 2026, allowing you to meet clients and grow relationships before the exit.

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Posted: October 24th, 2026