Financial Adviser – Join a Collaborative Team with Client Porting, Full Support & Warm Leads
Salary up to £120,000 + Bonus | Bring Your Clients | Full Paraplanning & Admin Support | Quality Leads Provided
Are you a self-employed or independent Financial Adviser feeling the weight of going it alone? Ready to swap isolation for integration — without compromising your client relationships or earnings?
This is your opportunity to join a well-established wealth management firm that offers the best of both worlds: the autonomy to port across your existing clients, and the infrastructure, leads, and team culture to help you thrive.
Why This Role is Different:
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Generous Salary – Up to £120,000 basic, with bonus potential pushing total earnings well into six figures.
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Bring Your Book, Keep Your Relationships – Seamlessly transition your current clients into a supported environment, ensuring continuity and trust.
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Warm Leads Provided – Access a steady flow of high-quality referrals from professional introducers including accountants and insurance brokers.
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Full Back-Office Support – Dedicated paraplanning, compliance, and admin teams allow you to focus on advice, not paperwork.
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Be Part of a Real Team – Collaborate with like-minded advisers in a professional, values-driven environment where support and success go hand-in-hand.
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Long-Term Growth – Structured opportunities to grow your client base, increase earnings, and develop professionally within a respected firm.
What You'll Be Doing:
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Advising a combination of existing clients (your own and those inherited) across investments, pensions, protection, and tax-efficient planning.
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Developing new client relationships from qualified introductions and professional partnerships.
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Delivering tailored, compliant financial advice with the support of an in-house operations team.
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Contributing to a collaborative adviser team that values integrity, results, and client-first thinking.
What You’ll Need:
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Level 4 Diploma in Financial Planning (minimum)
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A portable client base and a proven track record of delivering financial advice
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A desire to join a supportive, team-focused business environment
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Strong communication and relationship-building skills
If you’re currently operating solo and want the security, support, and camaraderie of a high-performing team — without giving up your independence — this is the move for you.
Apply today to learn how this role could elevate your advice career and take the pressure off running your practice alone.