Financial Adviser

Financial Planner – Inherit a HNW Client Bank + High-Quality Leads
Location: Hybrid (Office & Remote) | Salary: Up to £75,000 basic + Bonus (OTE £100,000+)
Sector: Financial Services | Job Type: Full-Time, Permanent

Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.

• HNW Client Bank – Inherit an active portfolio of clients from retiring advisers

• High-Quality Leads – No cold calling; clients typically have £500k+ to invest

• Generous Bonus Scheme – Based on client retention and new business

• Flexible Working – Hybrid model with remote and in-office flexibility

• Professional Development – Full study support towards Chartered status

• Comprehensive Benefits – DIS, pension, and flexible employee benefits package

• Manage and nurture a portfolio of high-net-worth clients

• Provide holistic financial advice covering investments, pensions, estate planning, and protection

• Convert warm, high-value leads into long-term clients

• Collaborate with paraplanners and support teams to deliver exceptional client service

• Maintain high standards of compliance and ethical practice

• Level 4 Diploma in Financial Planning (CII, CISI, or equivalent)

• Experience as a Financial Adviser, IFA, or Wealth Manager

• A strong track record working with HNW clients

• Excellent interpersonal and client relationship skills

• A professional, client-first mindset with commercial acumen

Why Apply?

This is a unique opportunity to fast-track your success in a firm that’s built on trust, quality advice, and lasting client relationships. With high-quality leads, robust support, and six-figure earning potential, this role is ideal for advisers who want to focus on delivering real value to clients — not chasing volume.

Apply now to take the next step in your financial planning career.