MBF are proud to be partnering with a well-established, fully independent financial planning firm known for delivering high-quality, holistic advice and maintaining an outstanding reputation across Devon and Somerset. Following a recent acquisition, the business is now looking to appoint an experienced Senior Financial Adviser to take over a substantial, loyal client book valued at approximately £40M AUM. This is a rare opportunity to join a professional, client-centric team at a senior level. The successful candidate will inherit a high-quality portfolio and play a key role in the ongoing development of the firm. Alongside delivering first-class financial planning to clients, you will act as a senior member of the team providing oversight, mentorship and support to more junior advisers and acting as a key point of contact within the advisory function. Key Responsibilities Deliver tailored, holistic financial advice to a diverse HNW client base in line with their individual needs and long-term goals. Maintain and strengthen long-term relationships, ensuring high levels of retention and client satisfaction. Provide strategic input and leadership within the advisory team, including mentoring and supporting junior Financial Advisers. Identify organic growth opportunities through referrals and introductions from professional connections. Keep abreast of regulatory developments, m...