Financial Adviser

Trainee Financial Advisor - Bournemouth, South West England

Ref: 1882Tuesday 1 July 2025

Up to £90,000

Financial Adviser – Inherit a £90k+ Income & Expand Through Quality Professional Leads
Are you a driven Financial Adviser seeking stability, strong earnings from day one, and the tools to grow even further?

We’re offering a rare opportunity to inherit an established client book from a retiring adviser, generating recurring income of over £90,000 per annum. You’ll also benefit from a steady stream of new business referrals through long-standing partnerships with solicitors and accountancy practices.

Wimborne | Salary up to £50,000 + Recurring Income from Existing Clients | OTE £100k+

This role is ideal for an adviser ready to step into a proven portfolio and still hungry to build on their success with quality, pre-qualified leads and full operational support.

What’s On Offer:

  • Established Client Bank – Inherit approx. 130 active clients with total AUM of £50M, offering immediate income and long-term stability.
  • High-Calibre Clients – Many clients hold £120,000–£500,000+ in AUM, providing opportunities for meaningful advice and deeper planning.
  • Professional Introductions – Ongoing, high-quality referrals from trusted solicitors and accountants ensure strong new business flows.
  • Earnings Potential – Base salary up to £50,000, plus £40,000+ in recurring income (£90,000 income) and scope to grow total earnings well into six figures.
  • Full Support Infrastructure – Paraplanning, admin, and compliance support so you can focus on advising and growing relationships.
  • Client-Focused Culture – Join a team that values long-term relationships, integrity, and high-quality advice.

What You’ll Be Doing:

  • Managing and deepening relationships with an existing, well-serviced client base.
  • Delivering holistic financial advice across investments, pensions, IHT, and protection.
  • Meeting new clients through introducers, building trust, and converting into long-term relationships.
  • Conducting regular client reviews and identifying new planning opportunities.
  • Collaborating with a supportive adviser team committed to client excellence.

What We’re Looking For:

  • Diploma (Level 4) qualified in Financial Planning
  • Background in an IFA or Wealth Management environment
  • Strong interpersonal and relationship management skills
  • Ambition to grow both earnings and professional standing within a high-quality firm
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