At a Glance
- Tasks: Manage a portfolio of clients and provide tailored financial advice.
- Company: Dynamic wealth management firm with a remote-first culture.
- Benefits: Up to £80,000 salary, bonuses, full admin support, and flexible working.
- Other info: Join a supportive team focused on your professional growth.
- Why this job: Inherit a ready-made client book and grow your career in finance.
- Qualifications: Level 4 Diploma in Financial Advice and client-facing experience required.
The predicted salary is between 80000 - 80000 £ per year.
We are currently seeking experienced, qualified Financial Advisers ready to take the next step in their career by inheriting a fully validated book of business. You will immediately receive a portfolio of around 100 mass affluent clients (£250k+ investable assets), providing instant earnings stability while giving you the foundation to build further.
What's on Offer:
- Guaranteed Client Book: Circa 100 active clients ready to engage
- Salary: Up to £80,000 basic
- Bonus: 30% on all new and recurring business above validation
- One-off Incentives: £500–£10,000 per self-generated client
- Leads Provided: Via online channels and professional introducers
Comprehensive Advice Platform
Our client firm offers a full-service wealth management proposition, including:
- Investment & Financial Planning
- Estate & Trust Planning
- Mortgages & Equity Release
- Protection Advice
- In-house Discretionary Fund Management (DFM)
Competitive Client Fees: 1% adviser charge, with an all-in average of just 1.65%–1.7%
Support & Flexibility You Can Rely On
- Full Paraplanning and Admin Support
- In-house Training on Estate Planning & Trusts
- Remote-first approach – work from home, with optional office use
- Manage your diary, your clients, your way
Who We're Looking For:
- Level 4 Diploma in Financial Advice (minimum)
- Client-facing experience
- Ethical, outcome-focused, and client-first mindset
- Ambitious, self-driven, and eager to grow within a supportive environment
Ready to take the reins of a thriving client book? Apply now or contact us for a confidential conversation. This is a rare opportunity to transition into a validated business, backed by best-in-class infrastructure and support.
