Financial Adviser

Financial Adviser – Inherit a £90k+ Income & Expand Through Quality Professional Leads

Are you a driven Financial Adviser seeking stability, strong earnings from day one, and the tools to grow even further?

We’re offering a rare opportunity to inherit an established client book from a retiring adviser, generating recurring income of over £90,000 per annum. You’ll also benefit from a steady stream of new business referrals through long-standing partnerships with solicitors and accountancy practices.

Wimborne | Salary up to £50,000 + Recurring Income from Existing Clients | OTE £100k+

This role is ideal for an adviser ready to step into a proven portfolio and still hungry to build on their success with quality, pre-qualified leads and full operational support.

What’s On Offer:

• Established Client Bank – Inherit approx. 130 active clients with total AUM of £50M, offering immediate income and long-term stability.
• High-Calibre Clients – Many clients hold £120,000–£500,000+ in AUM, providing opportunities for meaningful advice and deeper planning.
• Professional Introductions – Ongoing, high-quality referrals from trusted solicitors and accountants ensure strong new business flows.
• Earnings Potential – Base salary up to £50,000, plus £40,000+ in recurring income (£90,000 income) and scope to grow total earnings well into six figures.
• Full Support Infrastructure – Paraplanning, admin, and compliance support so you can focus on advising and growing relationships.
• Client-Focused Culture – Join a team that values long-term relationships, integrity, and high-quality advice.

What You’ll Be Doing:

• Managing and deepening relationships with an existing, well-serviced client base.
• Delivering holistic financial advice across investments, pensions, IHT, and protection.
• Meeting new clients through introducers, building trust, and converting into long-term relationships.
• Conducting regular client reviews and identifying new planning opportunities.
• Collaborating with a supportive adviser team committed to client excellence.

What We’re Looking For:

• Diploma (Level 4) qualified in Financial Planning
• Background in an IFA or Wealth Management environment
• Strong interpersonal and relationship management skills
• Ambition to grow both earnings and professional standing within a high-quality firm