We’re working with a well-respected and independently owned financial planning business with over 25 years of success. With a newly evolved leadership team and recent acquisitions completed, the firm is now looking for an experienced Financial Planner / IFA who can take on a warm client bank while also helping to drive forward new business activity.
This is a unique opportunity for a commercially minded adviser who can deliver exceptional advice to both individuals and SME clients, while confidently building relationships with professional introducers.
The Role:
This is a dual-focus role: you’ll begin by inheriting a book of loyal clients, then take the lead on growing your own portfolio through referrals, networking, and warm leads generated by the business.
Your responsibilities will include:
- Taking over and servicing an existing portfolio of private clients
- Generating and converting new business from qualified internal leads and professional introducers
- Delivering independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning
- Presenting advice clearly to clients including HNW individuals, business owners, and company directors
- Representing the firm at networking events, client functions, and partnership meetings
- Collaborating with paraplanners and administrative staff to ensure high-quality outcomes and compliance
What You’ll Bring:
- Diploma Level 4 qualified (CAS status preferred)
- At least 5 years’ experience as a Financial Planner, Financial Adviser, or IFA
- A strong track record in both client retention and new business development
- Excellent relationship-building skills, particularly with professional connections such as solicitors and accountants
- Experience in holistic financial planning, including tax-efficient advice and SME support
- A proactive and entrepreneurial approach, with a desire to grow with the business
What’s on Offer:
- Salary between £60,000 – £100,000+ depending on experience and track record
- Inheritance of a warm client bank, plus 15–20 new qualified leads per month
- Remote working available post-probation, with diary autonomy
- Full support: paraplanners, administrative team, and AI tools to reduce admin burden
- Comprehensive benefits: company pension, group life cover, income protection, optional private medical
- Long-term career opportunity including equity/buy-in potential for the right person
- Collaborative, supportive culture focused on ethical, long-term client outcomes