Financial Adviser – Build Your Income with Full Lead Support & Client Bank
Location: Richmond (with flexibility, hybrid working)
For Advisers Who Know They Could Be Earning More
An established, growth-focused financial planning firm is seeking an ambitious Financial Adviser who wants to increase earnings, build long-term value and work within a structured ecosystem that actively generates opportunity.
Salary up to £65,000 + Bonus of 50%
This role is designed for advisers who:
- Feel constrained by limited lead flow
- Want access to an existing client bank to develop
- Are confident in their advice ability but lack consistent new opportunities
- Are ready to materially increase their income
- The firm provides a genuine platform for advisers to grow — not just maintain — their client base.
What Makes This Different:
A Client Bank to Build From
- Advisers will inherit and develop an existing client portfolio, providing immediate income and a foundation to expand.
Ongoing Lead Opportunities
- The business operates within a wider professional ecosystem, generating a steady flow of introducer and internal leads. Advisers are supported with opportunities rather than being left to self-generate everything.
Infrastructure That Enables Growth
- Full paraplanning, administration and compliance support allows advisers to focus on client relationships and revenue generation — not paperwork.
An Environment Built for Performance
- This is a commercially minded firm where earnings reflect performance. Advisers who convert and retain clients are rewarded accordingly.
The successful Financial Adviser will:
- Deliver holistic, client-focused financial planning
- Develop and grow an existing client bank
- Convert internally generated leads and introducer referrals
- Build long-term client relationships
- Identify new planning opportunities within existing relationships
- Work collaboratively with paraplanning and administration support teams
- This position suits advisers who are confident in front of clients and motivated by growth.
Who This Will Appeal To
- This opportunity is particularly attractive to advisers who:
- Are currently employed but feel their earnings ceiling is too low
- Operate in an environment with limited marketing or lead support
- Want to spend more time advising and less time on admin
- Are entrepreneurial but value the security of a structured firm
- Believe their income should better reflect their ability
Earnings & Support
- Performance-related bonuses earn 50% on initial fees from existing and new clients.
- Existing client bank provided
- Ongoing lead opportunities
- Full back-office and paraplanning support
- Clear structure for income growth
The Opportunity
This is not a “start from scratch” proposition. It is a platform for an adviser who wants to accelerate earnings within a firm that actively supports growth.
For the right individual, this represents a genuine opportunity to build long-term recurring income within a professional and opportunity-rich environment.
Confidential conversations are welcomed
You will need to have CAS and level 4 Diploma to apply