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- Tasks: Lead a respected financial firm while advising clients and managing operations.
- Company: Join a trusted financial advice business with a premium client base in Herefordshire.
- Benefits: Enjoy a competitive salary, performance bonuses, equity stake, and flexible working options.
- Why this job: Shape the future of a reputable firm and build long-term wealth through equity growth.
- Qualifications: Chartered or close to Chartered status with proven financial advisory experience required.
- Other info: Opportunity to take ownership and lead a growing firm without starting from scratch.
The predicted salary is between 42000 - 84000 ÂŁ per year.
Jobster Hereford, England, United Kingdom
Jobster Hereford, England, United Kingdom
1 day ago Be among the first 25 applicants
Independent Financial Adviser – Leadership Role with Equity Potential
Location: Herefordshire | AUA: ÂŁ45m | Salary: c.ÂŁ70k + bonus + equity
Are you a highly motivated and experienced Financial Adviser seeking not just your next role, but a genuine opportunity to take ownership and lead?
We’re offering a rare opportunity to step into the leadership of a highly respected financial advice business based in Herefordshire, with c.£45m in assets under advice and a premium client base built on long-standing relationships and trust.
The Opportunity
This is more than just a client-facing role. You’ll take over the day-to-day running of a well-established firm with a superb local reputation, and the chance to acquire up to 20% equity. The firm is part of a wider group with ambitious plans for future acquisitions and growth, meaning your equity stake could grow significantly in value over time.
You’ll become Managing Director, responsible for both advising clients and leading the business strategically. Back-office and compliance support are fully provided through the firm’s wider network, freeing you to focus on growth and client service.
What We\’re Looking For
- Chartered or close to Chartered status.
- Fully authorised (CAS/SPS) with proven experience in delivering high-quality financial advice.
- A passion for building long-term relationships and growing a client-centric business.
- Experience managing a client book and ideally running an IFA firm.
- Commercially minded, with the ability to generate new business through referrals, acquisitions, or your existing relationships.
- The ability to bring an existing client book would be a strong advantage (subject to contractual restrictions).
- Available to start immediately or within 1–2 months.
Key Responsibilities
- Act as Managing Director, responsible for advice, operations, and strategic decision-making.
- Deliver expert financial advice across pensions and wealth planning.
- Lead operational functions: budgeting, support staff oversight, marketing, and compliance (with group support).
- Conduct regular business reviews and report to shareholders.
What’s On Offer
- Base salary of c.ÂŁ70k plus performance-based bonus linked to revenue.
- Equity stake of up to 20% in a growing, acquisitive firm.
- Long-term wealth-building potential through equity growth.
- Market-leading technology stack and back-office infrastructure.
- Flexible working options.
- Full compliance, accountancy, and admin support provided.
About The Business
- Established and trusted firm with a loyal, high-quality client base.
- Approx. 140 clients with c. ÂŁ45m in assets under advice.
- Office based in Herefordshire, approximately 30 minutes northwest of Cheltenham.
- Focused on delivering bespoke pension and wealth advice.
Interested in building something of your own—without starting from scratch?
Let’s talk. This is your chance to take the reins of a reputable firm and shape its next chapter—while owning a meaningful stake in its success.
Samantha.durbridge@idexconsulting.com – Email for more information.
#Jobster
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Financial Advisor - Studentjob.co.uk employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Studentjob.co.uk
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience in leadership roles. Attend industry events or local meetups in Herefordshire to build connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Research the firm’s history and its client base thoroughly. Understanding their values and how they operate will help you tailor your approach during interviews, demonstrating your genuine interest in leading their established business.
✨Tip Number 3
Prepare to discuss your existing client book and how you can leverage it for the firm’s growth. Highlighting your ability to bring in new business through referrals or acquisitions will set you apart from other candidates.
✨Tip Number 4
Showcase your leadership skills by sharing examples of how you've successfully managed teams or projects in the past. This will demonstrate your capability to take on the Managing Director role and lead the firm strategically.
We think you need these skills to ace Financial Advisor - Studentjob.co.uk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Adviser. Focus on your achievements, particularly in managing client relationships and delivering high-quality financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your leadership experience and how you can contribute to the growth of the business while aligning with their values.
Highlight Relevant Qualifications: Clearly state your Chartered status or progress towards it, along with any other relevant qualifications. This will demonstrate your commitment to professional development and expertise in financial advising.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed a client book in the past. Discuss your strategies for building long-term relationships and generating new business through referrals.
How to prepare for a job interview at Jobster
✨Showcase Your Leadership Skills
As this role involves taking over the day-to-day running of a firm, it's crucial to demonstrate your leadership capabilities. Prepare examples from your past experiences where you've successfully led teams or projects, highlighting your strategic decision-making skills.
✨Emphasise Client Relationship Management
Given the importance of building long-term relationships in this role, be ready to discuss how you've nurtured client relationships in the past. Share specific instances where your approach has led to client satisfaction and retention.
✨Prepare for Financial Advice Scenarios
Since you'll be delivering expert financial advice, brush up on your knowledge of pensions and wealth planning. Be prepared to discuss recent trends in the financial market and how they might impact clients' portfolios.
✨Discuss Your Business Development Strategies
The role requires a commercially minded individual who can generate new business. Think about your strategies for acquiring new clients, whether through referrals or leveraging existing relationships, and be ready to share these during the interview.