Senior Financial Planner

South of England (flexible within M3/M4 corridor)
Self-Employed / Partner-Level
Equity + Client Bank (£10m-£15m) + Leads + Ongoing Revenue

A family-run, client-centric wealth planning firm is seeking a senior financial planner to join the business in a senior capacity. This is not a traditional employed role. Instead, it’s a true opportunity to build capital value, write business into your own book, and shape the future of a profitable boutique advisory business.

You will be supported with warm client transfers (£10m-£15m+ in assets), a consistent stream of qualified new enquiries, and access to full paraplanning/admin support—allowing you to focus purely on client relationship management and business growth.

The firm is independent, well-established, and run by experienced Chartered Planners and ex-DFM professionals. There is no product push, no vertical integration, and no restrictive covenants.

? Equity - take a meaningful stake in a growing firm, with a clear shareholder agreement and capital event planning

? Client bank provided - warm, transferable relationships representing £10m-£15m+ FUM

? Ongoing qualified leads - from organic and paid channels, pre-screened for suitability

? Paraplanning + Admin support - in-house team, allowing you to stay client-facing

? Modern tech + clean proposition - Backed by a centralised investment process via DFM partners, with full compliance support

? Flexible structure - join as an AR or RI (your choice); or operate through your own Ltd firm

This role will suit an experienced, advice-led financial planner looking to take the next step in ownership, income, and long-term wealth creation.

Essential:

• Min. 5+ years as a regulated financial planner

• Existing client bank of £10m+ FUM or portable recurring income

• Comfortable advising in pensions, investments, IHT/estate planning

• Level 4 qualified (ideally Chartered or working towards)

• Based in the South East, South Central or South West England

Ideal:

• Currently an AR/RI at a network (e.g. Openwork, ValidPath, Rosemount, 2Plan, Libertas, etc.)

• Operating a solo or small advisory practice, or recently exited a role

• Frustrated by lack of scale, admin burden, or lack of capital value in current role

• Interested in long-term equity value over short-term employed salary

? It’s not an employed salaried role
? It’s not a volume-driven, lead-chasing advice factory
? It’s not tied to any restricted or vertically integrated proposition

If you’re an adviser who’s built something solid—but want to take the next strategic leap with capital value, client growth and meaningful equity—we’d love to hear from you.