Financial Adviser – Inherit an Established Client Bank & Uncapped Growth Potential
Are you an experienced Financial Adviser ready to take the next step in your career? This is a unique opportunity to inherit a loyal client bank from a retiring IFA while continuing to grow your portfolio with warm referrals from trusted professional introducers including accountancy firms and general insurance brokers.
Salary up to £90,000 + Bonus (OTE £100k+) | Existing Clients + Warm Leads | Hybrid working | Back office support
This position is ideal for someone who is hungry and looking to combine the stability of an established book with the potential to significantly increase their earnings.
Why This Role Stands Out:
- Established Client Base: Step straight into a well-maintained book of clients from a retiring adviser – giving you immediate recurring income and relationship continuity.
- Qualified, Warm Leads: Ongoing introductions from vetted professional partners – no cold calling, just quality opportunities ready to convert.
- Top Earning Potential: Base salary up to £90,000 with uncapped bonus – six-figure earnings are well within reach for high performers.
- Supportive Infrastructure: Benefit from full paraplanning, compliance, and admin support so you can focus on what you do best – advising clients.
- Career Progression: Opportunities to grow your footprint in the business and shape your long-term future within a stable, forward-thinking firm.
What You'll Be Doing:
- Managing and nurturing relationships with an existing portfolio of clients, delivering holistic financial advice aligned to their goals.
- Meeting new prospects referred by introducers and converting these into long-term client relationships.
- Conducting thorough financial reviews and building bespoke financial plans across pensions, investments, protection, and tax planning.
- Staying on top of market trends, regulatory changes, and using your insight to add value to your clients’ financial journeys.
What You’ll Need:
- Level 4 Diploma in Financial Planning (as a minimum)
- Proven experience in advising clients across a range of financial products
- Strong interpersonal and relationship-building skills
- A proactive, entrepreneurial approach to growing your book
This is more than a job move – it's a springboard to the next phase of your career with high-quality clients, a strong referral network, and exceptional earnings potential.
Apply now to discuss how this role could fit into your long-term career goals.